Page 13 - Top Finance Apps - Portugal

Strike

strike.money

Strike, the ultimate stock market analytical tool created by Indiacharts! Their platform provides investors and traders with a comprehensive range of resources to excel in the stock market. ** Discover: Stay up-to-date with the latest stock market trends and events through their Discover section. Their scanners allow you to filter through thousands of stocks based on volume, price, and technical indicators. The news section keeps you informed, and their IPO calendar tracks upcoming IPOs, earnings calls, and company announcements. ** Analyse: In their Analyse section, you'll find all the tools necessary to analyze the stock market. Their heatmap provides a visual representation of market performance, enabling quick identification of strong-performing stocks and sectors. Gain insights from futures and option trades, stocks and indices, sentiment and diffusion indicators, as well as FII and DII participation. Their powerful Rohit Momentum Indicator, developed by their CEO Rohit Srivastava, helps identify stocks with strong momentum. ** Learn: Enhance your stock market knowledge and trading skills in their Learn section. Access webinars, mentorship programs, and informational videos. Their Insider Club offers exclusive insights from industry experts, while their mentorship program provides personalized coaching and support. Webinars cover various topics, from basic trading strategies to advanced technical analysis. ** Charts: Visualize and analyze stock performance using their user-friendly interface. Explore charts of your favorite stocks and utilize their comprehensive toolset for valuable insights. Strike brings together everything investors and traders need under one roof. Whether you're a beginner or experienced trader, their powerful tools, extensive resources, and user-friendly interface enable better investment decisions and help you achieve financial goals. Join Strike today and elevate your trading to new heights!

Bermuda Unicorn

bermudaunicorn.com

Bermuda Unicorn is a best NFT Marketplace for digital items for discover, sell, buy or hold in the form of digital currencies or NFTs.

Tellimer

tellimer.com

Tellimer is a leading provider of specialized knowledge and execution capabilities in equity and fixed-income markets and investment banking across developing economies, offering international investors access to some of the most complex financial markets and economies in the world. The company is committed to providing high-quality services to its investors. To further enhance this commitment, Tellimer (formerly Exotix Capital) has launched a new standalone research, analytics, and data division (RAD). This division will enable clients to benefit from the firm’s specialist industry and market knowledge.

DocuClipper

docuclipper.com

DocuClipper is a modern, fully automatic bank statement converter that assists accountants, bookkeepers, fraud investigators, family law practitioners, and others. It automates data entry from bank statements to Excel, CSV, or QBO formats in seconds, eliminating the need for manual work.

ViCA

vica.chat

ViCA stands at the forefront of revolutionising compliance support and understanding within the financial sector and beyond. Designed to demystify the complexities of compliance, ViCA offers real-time assistance and tailored support across an extensive range of UK and EU regulatory frameworks. This makes ViCA an invaluable asset for professionals across all levels in the broader UK financial services sector. ViCA understands that each level of experience brings its own set of challenges and questions and adapts her assistance to fit each user’s needs, from junior to seasoned senior staff. ViCA simplifies and interconnects intricate regulations to make understanding compliance manageable and efficient, allowing teams to better allocate their time and resources.

Peek

peek.money

Peek is an intelligent net worth tracker designed to help you track, manage, and grow your net worth.

Tradervue

tradervue.com

Tradervue is a powerful trading journal and analytics platform that helps traders improve their performance.

Spliit

spliit.app

Spliit is a minimalist web application to share expenses with friends and family. No ads, no account, no problem.

Paytient

paytient.com

Paytient is an employee health payment platform that employers, health plans, or TPA’s embed in their benefit offering. Paytient enables employees to pay medical, dental, pharmacy, vision, or veterinary bills overtime via post-tax payroll-deducted, interest-free payments with the ability to link HSA’s/FSA’s, bank accounts. Providers are paid today, employees can better access and afford care, and employers/health plans can increase participation in lower-cost health plan designs (higher deductibles). Our mission is to help people live healthier lives by improving their ability to better access and afford care.

Xtransfer

xtransfer.cn

XTransfer is a one-stop cross-border financial and risk management service company that specializes in helping SMEs reduce the barrier and cost of global expansion and enhance their global competitiveness. Headquartered in Shanghai,it has branches in China’s major foreign trade cities such as Hong Kong, Shenzhen and has set up offices in major export destinations including the United Kingdom, the United States, Canada, Japan, Australia and Singapore. To date, XTransfer has obtained local payment licenses in Hong Kong, the United Kingdom, the United States, Canada, and Australia. XTransfer partners with well-known international banks and financial institutions. It has built a unified global multi-currency settlement network as well as a data-based, automated, Internet-powered and intelligent anti-money laundering risk management infrastructure centered on serving SMEs, providing foreign trade collections, multi-currency networks, risk management services, customer relationship management and other integrated solutions. XTransfer has connected large financial institutions with SMEs through technology, helping them enjoy the same level of cross -border financial services as multinational corporations.

Quiltt

quiltt.dev

Quiltt enable financial innovators to access the best account aggregation and transaction enrichment providers through one lightweight integration and one simple contract. Our mission is to unlock the next wave of fintech innovation by removing technical and commercial barriers to build with financial data. Quiltt is backed by investors including Greycroft, Newark Venture Partners, Motivate Ventures and Abstraction Capital.

Identifee

identifee.com

The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.

Blofin

blofin.com

BloFin is your next crypto trading solution that provides an easy-to-use, secure and reliable trading experience to accommodate all folks.

Finpace

finpace.com

Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.

LeadCenter.AI

leadcenter.ai

The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.

TaskSuite

tasksuite.com

TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

Nilus

nilus.com

Nilus gives finance teams a real-time view of their cash flow across all bank accounts and payment providers. By connecting accounts with just a few clicks, finance leaders can monitor, optimize, and forecast cash today instead of waiting for end-of-month reports. By automating reconciliation and cash application, Nilus equips finance leaders with the real-time reporting they need to make faster decisions when it matters.

Zapflow

zapflow.com

Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.

Hubly

myhubly.com

Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.

Biznext

biznext.in

Biznext is a state-of-the-art B2B2C Digital Platform that uses technology to transform local Kirana stores into a one-stop solution for all assisted digital and financial services. Biznext helps local retail stores set up digital financial services such as AePS services, bill payments, micro ATM, DTH, mobile recharges, insurance, money transfer, etc..

Magnifi

magnifi.com

Magnifi is a platform that is changing how you shop for investments. The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible. Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them. Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster discovery. For all users, Magnifi will help with smarter decisions.

Magnifi Financial

mymagnifi.org

Magnifi Financial is a member-owned financial services cooperative headquartered in Melrose, Minnesota. Magnifi offers a full array of financial products and services including consumer checking, savings, loans, mortgages, credit cards, internet and mobile banking, retirement and financial planning services as well as business accounts and loans. Magnifi is a top agricultural lending credit union in Minnesota and is an SBA preferred lender. Whether someone is purchasing their first car or first home, we are centered on making dreams come true for our members.

Nordkap

nordkap.com

Nordkap is a user-friendly and cloud-based treasury management system purposefully designed to make debt management for the real estate companies’ a whole lot easier.

ComplyFirst

complyfirst.co

ComplyFirst is a RegTech platform for financial services companies. We simplify regulatory compliance with our innovative Regulation-as-a-Service software, cutting compliance costs and saving time. Complyfirst is the must-have regulatory reporting tool for global payment and e-money companies. Submit reports 8x faster, slash the risk of fines (we're talking millions) and effortlessly scale into new jurisdictions - no extra hires necessary.

Winford AI

winford.ai

Winford AI helps institutional credit investors monitor their loan portfolios and make better underwriting decisions. Winford AI automatically extracts data from financial reporting packages and legal documents, helping portfolio managers invest in the right businesses and saving analysts hours every week.

Praxos

praxos.ai

Praxos drives higher retention rates and closing ratios for insurance brokers using AI-powered automations. Praxos allows insurance professionals to automate their operations - from filling out applications to crafting proposals and comparing coverages in one place. This enables risk advisors to stand out and close more deals in an industry where service speed is critical, but mistakes are costly.

Pax

getpaxai.com

Pax is an AI powered platform that streamlines import tax rebates for global trade companies, from retailers to manufacturers. We help file refunds in clicks, not months. Previously, companies had to rely on customs brokerage firms due to the complex, manual nature of the process. These firms often enforce a minimum threshold of $100K, rejecting SMBs. Pax’s technology democratizes this process, enabling companies of all sizes to file drawback claims. Approximately 80% of duties, amounting to about $10 billion annually, go unclaimed. Pax enables companies of all sizes to recover money that is rightfully theirs, ensuring they never leave free money on the table. By automating and simplifying the import tax recovery process, Pax is revolutionizing how global trade companies manage their finance and customs compliance.

TraderMade

tradermade.com

Quality Financial Markets Provider of Data and Analytics since 1984. TraderMade is a market-leading vendor of FX data and services within the Institutional & Fintech marketplace. For more than 35 years we have enabled our customers to create & execute accurate decisions using innovative software that we have specifically designed and developed for financial market participants.

Givefront

givefront.com

At Givefront, we simplify financial management for nonprofits, making it easier than ever to stay organized and compliant. Our platform streamlines everything from bookkeeping to tax filings, removing the complexities of nonprofit accounting. With modern software and a team of experienced nonprofit financial experts, we offer the tools and support organizations need to maintain control over their finances with confidence. By taking care of financial operations, we allow nonprofits to focus on what truly matters their mission. Givefront helps nonprofit leaders save time and money doing your bookkeeping and 990s by providing dedicated experts and easy-to-use financial software so you can focus on growing your mission.

Swift

joinswift.app

Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Their first product is an instant deposit API for brokerages and digital banks, eliminating the legacy 2-3 day ACH process and associated fraud risk.

TokenOwl

tokenowl.ai

TokenOwl aggregates crypto and other financial accounts in one place with trustless AI. It lets highly active traders calculate taxes with greater accuracy and generate AI powered insights about their portfolio. Users can execute trades with prompts, build custom dashboards, and query their logs in natural language. Low fee networks like Solana have brought a new generation of traders with thousands of transactions, and TokenOwl saves them hours of time and unlocks analytics that lead to higher profitability.

Leap Wallet

leapwallet.io

Leap is the only wallet you'll ever need for any cosmos chains. Make the most of the interchain - Native support for 70+ chains, we keep up with the interchain.

Blockpit

blockpit.io

Effortlessly track your crypto holdings across exchanges and wallets in one unified view, with up-to-date performance data to help you make informed investment decisions. Blockpit is an advanced crypto portfolio tracker and tax calculator for more than 250,000 cryptocurrencies, wallets and global exchanges. Track, analyze, and optimize your entire cryptocurrency portfolio in real-time, including NFTs, DeFi, dApps and even the most obscure blockchains.

토스증권

tossinvest.com

토스증권 (Toss Securities) is a user-friendly platform designed to simplify stock investment in South Korea. It offers a range of features for both domestic and international investors.

Coba

coba.ai

Coba offers access to a US deposit account while providing convenient, real-time access to those funds in Mexico with integrated Mexico Features like SPEI and a local Card. Coba is perfect for individuals in Mexico employed by international companies to earn USD and spend seamlessly in pesos. Coba is a financial technology company, not an FDIC insured depository institution. Banking services provided by Bangor Savings Bank, Member FDIC. FDIC insurance coverage protects against the failure of an FDIC insured depository institution. Pass-through FDIC insurance coverage is subject to certain conditions. The Coba Mastercard® Debit Card is issued by Bangor Savings Bank, Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard is a registered trademark, and the circle design is a trademark of Mastercard International Incorporated. Spend anywhere Mastercard is accepted.

Stilt

stilt.com

The number one place for financial resources and immigration guidance for students and immigrants in the U.S.

AI Bookkeeping

bookeeping.ai

Bookeeping.ai is the first AI Accountant that automates 95% of accounting tasks for small businesses, freelancers, and accountants. You can CHAT to complete financial duties like creating statements, ledgers, invoicing, form filling, tax inquiries, and creating sheets. Replace multiple tools and expert skills with this AI Accountant. Try this tool to save 50 hours a week.

Zamp

zamp.com

Zamp completely takes sales tax off your plate from start to finish so you never have to touch it again. Our white-glove approach takes the time, frustration, and risk out of managing sales tax by combining technology & automation with the tailored guidance & support customers are looking for. We set up, configure and monitor your account, which gives you the confidence you are always sales tax compliant. With our developer-friendly API and pre-built integrations, we enable all online sellers to calculate and aggregate their sales tax across multiple sales channels. Zamp offers a simple pricing model that includes one all-inclusive price for onboarding, support, calculations, registrations and filing. Everything is included. And there are no overage fees! We are redefining what a partnership means in the sales tax compliance space. We’d love to learn more about your business. Call us!

CNBC Select

cnbc.com

CNBC Select takes a closer look at the top credit cards on the market and best savings and checking accounts offers to help you decide which ones could be a fit for you.

Chainalysis

chainalysis.com

Chainalysis offers cryptocurrency investigation and compliance solutions to global law enforcement agencies, regulators, and businesses as they work together to fight illicit cryptocurrency activity. Backed by Benchmark and other leading names in venture capital, Chainalysis builds trust in blockchains. For more information, visit: www.chainalysis.com

Signal21

signal21.io

Signal21 offers institutions and individuals with Bitcoin research and data, encompassing Layer 1, Layer 2, and Dapps, all conveniently accessible in a single platform. This integrated solution facilitates success in trading, risk management, and research within the Bitcoin Economy. Bitcoin Economy - Understand Bitcoin Macro like never before. - Get a holistic look at the Bitcoin Economy and all the macro and moving parts that impact the network and future of finance. Bitcoin Layers - Stay on top of Bitcoin Scaling Solutions. - Explore Stacks, Rootstock, Lightning Network, sidechains, and their impact on faster transactions & wider adoption. Bitcoin Projects - Deep dive into the top Bitcoin Dapps on the internet. - Go beyond finance. Discover real-world use cases of innovative Bitcoin Dapps shaping the future of DeFi, Ordinals, NFTs, and more. To accommodate the diverse needs of our users, data is available through multiple access points: Interactive Dashboards: Visualize and analyze Bitcoin blockchain data through our user-friendly dashboards. Custom Queries: Dive deep into the data with tailored queries that allow you to explore specific aspects of the blockchain. API Access: Integrate our data directly into your existing tools and applications with our easy-to-use API (coming soon).

Calypso

calypsocopilot.com

Combine all public data with the best of AI and training from buy-side professionals to track all of your coverage, all in one place. Calypso is an AI-powered platform designed as a copilot for public equity investment, aimed at enhancing the analysis and decision-making process for investors. Key Features: * AI-Driven Insights: Calypso combines advanced AI with financial data, transcripts, and news to provide comprehensive insights into stocks and market narratives. * Personalized Tracking: Users can monitor their investment theses, ensuring they stay aligned with their initial strategies and decisions. * Earnings Updates: The platform keeps users informed about earnings events and provides AI-generated previews and updates, streamlining the information flow. * Chat Functionality: Investors can engage with a GPT-4 powered AI to ask questions and receive tailored feedback on their stock evaluations. * Integration with Financial Data: Calypso offers access to key financials, analyst debates, and market trends, making it easier to stay updated and informed.

WeFIRE

wefire.io

AI Assistant Enhanced: The AI model has been upgraded to deliver faster performance, enhancing responsiveness and efficiency. Transaction Interface Enhancements: Optimized the display of transaction tags for better visibility and navigation, along with enhanced scrolling in the transaction records list for a smoother user experience. Explore a new, intuitive interface. We've resolved bugs and optimized performance to deliver a smoother, faster, and more reliable experience.

Streetbeat

streetbeat.com

Streetbeat is an innovative investment platform designed to help individuals manage their investments like the wealthy, leveraging AI technology for enhanced decision-making. Key Features: * Auto-Investment: Users can invest in a variety of assets, including Real Estate Investment Trusts (REITs), bonds, and stocks, with guidance from AI-powered insights. * Tuition Rewards Program: Streetbeat offers a unique program that allows users to earn tuition credits for college, potentially reducing tuition costs by up to 25%. * Customized Portfolios: The platform allows users to create personalized investment portfolios based on specific interests and financial goals, with automatic rebalancing based on market conditions. * Diverse Investment Strategies: Users can choose from various portfolios, including those focused on generative AI, government contracts, and even cultural phenomena like the Taylor Swift strategy.

Ensuro

ensuro.co

Ensuro is a Blockchain-based (re)insurance company, licensed by the Bermuda Monetary Authority. We curate real-world risk and provide stablecoin-denominated capacity managed by smart contracts. This allows anyone to invest in insurance risk and reap its benefits. By opening up the insurance market to new players, we fuel innovation for established and upcoming insurance partners.

Stockity

stockity.ai

Stockity is an online trading platform that allows users to invest regardless of their previous trading experience. See firsthand what opportunities the application provides. Stockity has an efficient and intuitive interface convenient for all traders because our goal is to make complicated things simple and clear. Analyze and explore the platform features and choose among the wide range of trading assets, easy-to-use tools and illustrative dashboards.

PrimeRevenue

primerevenue.com

PrimeRevenue, the leading provider of working capital financial technology solutions, helps more than 30,000 clients in 80+ countries optimize their working capital to efficiency fund strategic initiatives, gain a competitive advantage and strengthen their supply chains. Offering cloud-enabled working capital solutions and expertise and best practices in both accounts payable and accounts receivable, PrimeRevenue processes nearly $250 billion in payment transactions each year and has been recognized with more than 50 awards from leading industry publications and associations across the world. PrimeRevenue’s experienced team delivers ongoing training and coaching along with global 24/7 customer support to ensure our customers and their suppliers have the best possible supply chain finance experience. PrimeRevenue also partners with 100+ banks to create the largest and most diverse global funding pool, enabling customers to manage their payments in 30+ currencies on a single cloud-based, multi-lingual, cross-border network. With PrimeRevenue’s solutions, suppliers have increased visibility and control over their cash flow. At the same time, buyers have more time to pay invoices and unlock material cash to invest back into the business.

Zentrader

zentrader.com

Secure, reliable and easy-to-use trading platform is suitable for beginners and professionals alike, plus it’s available on desktop, iPhone and Android.

Bond Smartly

bondsmartly.com

Bond Smartly is a comprehensive platform designed for investors seeking detailed information on corporate bonds and their yields. Key Features: * Extensive Data: Access yield curves for over 500,000 bonds, simplifying the process of bond research and investment. * Advanced Screening Tools: Utilize various filters to quickly find specific bonds that meet your investment criteria. * YTM Calculator: Calculate the yield to maturity (YTM) for different bonds to aid in investment decisions.

Wallstreet.io

wallstreet.io

WallStreet.io provides innovative technical analysis tools, the best stocks & options university, and the #1 financial social network with live meetups hosted by professional traders.

cc:Monet

ccmonet.ai

cc:Monet provides automated accounting solutions. Simplifying tasks for accountants, bookkeepers, and businesses. Trusted tools for accurate data, efficiency, and productivity. Key Features: - 100% Data Accuracy: Depend on our precision-engineered software to deliver complete accuracy in all financial transactions, removing any potential for errors and discrepancies. - 90% Manpower Cost Savings: Dramatically reduce costs by minimizing the need for manual labor, allowing you to reallocate resources and focus on growth. - Automated Data Entry: Say goodbye to manual data entry with AI that intelligently handles data input, significantly reducing errors and freeing up your time. - Effortless Expense Management: Capture expenses with ease—snap a photo or forward an email, and our AI seamlessly extracts and categorizes pertinent details with unmatched precision. - Lightning-fast Processing: Manage and analyze your financial data in real-time with our responsive technology, enhancing your workflow by 100 times for maximized efficiency. - Intelligent Category Mapping: Automatically detects and allows for customizable expense categories, adapting perfectly to your industry’s specific needs. - Advanced Reconciliation: Our advanced algorithms ensure meticulous transaction matching across accounts, providing flawless financial reporting. - Bulk Importing Perfected: Streamline your operations with AI-enhanced bulk import capabilities. Our system accurately extracts and matches data from various documents, integrating seamlessly. - Seamless Sync: Keep your financial data synchronized effortlessly with your preferred accounting platforms, like Xero , quickbooks, ensuring it is always up-to-date and accessible.

MarketAlerts

marketalerts.com

Get AI to monitor your portfolio and watchlists 24/7, notifying you instantly and without noise, on need-to-know updates: Earnings Call AI-Summaries, Changes in Number Of Customers, Financial Guidance, Technical Patterns, Insider Transactions, New Product Announcements, Acquisition Offers, Filled Lawsuits, Analyst Rating changes, and more... Browse AI signals and patterns to find the right trade opportunities at the right time.

Coinseeker.co

coinseeker.co

Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.

Doceo

doceo.tv

Our mission is to promote transparency to all shareholders by providing retail investors with a platform to access regular, timely updates direct from investment managers through bite-size, analytical videos.

Deepvue

deepvue.com

Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

BeyondIRR

beyondirr.com

At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients.

Aiera

aiera.com

Aiera is the only LIVE event monitoring and search platform covering all available Wall Street events, providing real-time transcription and one-click audio. The experience is available through an easy-to-use desktop and mobile app that also provides search and collaboration across filings, news, and other company-specific data, such as sentiment and key topic analysis. Aiera is set to cover over 60K investor conferences and earnings events each year (with an over 95% connection rate), spanning more than 13K companies worldwide. Aiera is available to everyone for one low subscription price, and can also be accessed via direct integration or API.

Jacobi

jacobistrategies.com

Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.