April 2024

Jacobi named in the WealthTech100 for the third year running!

Jacobi has been named in the WealthTech100 for 2024, which makes it three years running!

The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. 

The list aims to help senior executives and investment professionals evaluate which digital wealth management and financial advisory models have market potential and are most likely to succeed and have a lasting impact on the industry.
The criteria assessed by the Advisory Board and FinTech Global team include the following:
• Industry significance of the problem being solved
• Growth, in terms of capital raised, revenue, customer traction
• Innovation of technology solution
• Potential cost savings, efficiency improvement, impact on the value chain and/or revenue enhancements generated for clients
• How important is it for executives in asset management, private banking and financial advisory to know about this company?
For more information on the WealthTech 100 and to download the full report, visit the Fintech Global Website https://fintech.global/wealthtech100/.

Recent Insights

Group 3 (1)

Jacobi named in the WealthTech100 for the third year running!

Fintech Global has named Jacobi as part of the 2024 WealthTech100's list of the world's most innovative technology solution providers. .....
Models Webinar Banner
Model Portfolios

Jacobi Live Webinar on Mastering Model Portfolios

Join us in our live webinar where we will showcase how Jacobi can be used to streamline your investment firm's model portfolio processes - from .....