The WealthTech100 is an annual list of the tech companies transforming the global investment and banking industries.
Jacobi is proud to have been recognized as a member of FinTech Global's WealthTech 100, an annual list of the world's most innovative WealthTech companies selected by a panel of industry experts and analysts.
This prestigious ranking recognizes the world's most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.
A panel of analysts and industry experts voted from a list of more than 1,200 businesses. The finalists were recognized for their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain.
FinTech Global director Richard Sachar said, "The rise of digital distribution channels and online financial products has opened new client segments for investment firms and financial advisors. As a result, businesses that fail to keep up with the latest technologies and innovation will be less competitive and lose market share over time. The WealthTech100 list helps senior decision-makers in the industry filter through all the vendors in the market by highlighting the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage."