May 2025

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi is delighted to be named a finalist in the 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi was previously a finalist in this award category in 2023 and 2024.

We’re honoured to be recognised alongside some of the most respected names in wealth management. See a full list of awards and nominees, here.

Recent Insights

Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....

The Wealth Mosaic - AI Toolkit 2025

A report focusing on AI trends and AI-driven technology. Where alongside industry experts, Jacobi contributed insights on how AI Agents will reshape the way investment .....

Contact Us

See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

The Wealth Mosaic - AI Toolkit 2025

Contact Us

Jacobi

About Us

Careers

News

Login

Our Solution

Our Technology

How We Help

Who we help

Asset Managers

Investment Consultants

Wealth Managers

Asset Owners

Offices

San Francisco

London

Brisbane

Jacobi Inc. 2024

|

Privacy Policy