Insights

Get In Touch
Subject
Type
Screenshot 2023-05-05 at 09.21.30
News
May, 2023

Jacobi wins "WealthTech Firm of the Year" at the Wealth and Asset Management Awards 2023!

Jacobi, which combines portfolio design, management, and client engagement capabilities, has won the prestigious WealthTech Firm of the Year award at the Wealth & Asset .....
Read More >
inflation 1
Investment Strategy
May, 2023

Navigating Inflation Trends: Short-term versus long-term challenges and opportunities

The recent surge in inflation has meant investors have been forced to consider the implications for their investment strategies. .....
Read More >
jessi-pena-Iet0M7jTxu0-unsplash 2 (1)
Investment Technology
April, 2023

Why many investment technologies aren't what they seem when it comes to flexibility.

Tony Mackenzie, co-founder at Jacobi discusses the limitations of investment systems in terms of flexibility, and importance of having access to an SDK to build .....
Read More >
APAC_WTLR_23_Social Asset 1 (Jacobi)
Client Engagement
April, 2023

Jacobi highlighted in 2023 APAC WealthTech Landscape Report

Tanya Bartolini discusses the growing need to deliver an institutional process to the mass affluent market. .....
Read More >
Frame 577
News
April, 2023

Jacobi named as a finalist in the prestigious Finnie Awards!

Jacobi is proud to be named a finalist for the prestigious 2023 Fintech Australia 'Finnies' in the category - Excellence in Wealth Management. .....
Read More >
Frame 576 (4)
News
April, 2023

Jacobi named in the WealthTech100 for second consecutive year!

Fintech Global has named Jacobi as part of the 2023 WealthTech100's list of the world's most innovative technology solution providers. .....
Read More >
UKFINTECH 2023 finalist graphics - footer_Investment (1)
News
March, 2023

Jacobi named Finalist in 2023 UK Fintech Awards!

Jacobi is delighted to be named a finalist for 'Investment Tech of the Year' and 'Wealth Tech of the Year' at the UK Fintech Awards. .....
Read More >
news-image-60--small
News
February, 2023

Jacobi Delivers Enhanced Digital Tooling to LGIM

Jacobi will deliver on-demand and highly-detailed analytics on portfolios enabling LGIM to integrate their own models, data and IP. .....
Read More >
news-image-59--small
News
January, 2023

Jacobi partners with Principal Asset Management

Jacobi to scale Principal's model portfolio offering using market-leading risk analytics and client engagement technology. .....
Read More >

Contact Us

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

Schedule a Demo

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

News

About Us

Careers

Login

Our Solution

Our Product

Our Technology

How We Help

Who we help

Asset Managers

Investment Consultants

Wealth Managers

Asset Owners

© Jacobi Inc. 2023.

Privacy policy

Linkedin Twitter Youtube
Linkedin Twitter Youtube