January 2023

Jacobi partners with Principal Asset Management

Principal Asset Management has partnered with Jacobi to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology.

View the press release here

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FE Investments selects Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

Jacobi’s institutional-grade investment technology will be used to amplify and industrialize FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes. .....

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

The Wealth Mosaic Talks To Tanya Bartolini, Co-Founder and CRO of Jacobi Inc. on why she founded Jacobi, her views on investment management, and industry .....

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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 partners with Principal Asset Management

Recent Insights

FE Investments selects Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

Contact Us

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