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July 2019

Jacobi Raises $7.7M in Funding

Jacobi has received more funding to further build out our platform and features. Find out more from the links below.

Check out the Finsmes article
Check out the Finextra article

Recent Insights

WealthTech firm of the year - Jacobi
Jacobi Awards

Jacobi wins WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026

Jacobi is proud to be awarded WealthTech Firm of the Year at the MoneyAge, Wealth & Asset Management Awards 2026. .....
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Private Asset Considerations within a Total Portfolio Approach
Investment Strategy

From Allocations to Exposures: Private Asset Considerations within a Total Portfolio Approach

How a Total Portfolio Approach (TPA) changes the way portfolios are constructed when private assets are a meaningful part of the allocation. .....
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