Page 2 - Top Jacobi Alternatives

Moneyfarm

Moneyfarm

moneyfarm.com

Moneyfarm is a digital investment platform offering managed portfolios through ISAs and General Investment Accounts, tailored to users' risk tolerance and goals.

Finbox

Finbox

finbox.com

Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.

Quill AI

Quill AI

quillai.com

Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.

RightCapital

RightCapital

rightcapital.com

RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.

Tresmark

Tresmark

tresmark.com

Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.

Kubera

Kubera

kubera.com

Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.

Nitrogen

Nitrogen

nitrogenwealth.com

Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.

Streamlined Finance

Streamlined Finance

streamlined.finance

Streamlined Finance is an investment research app that provides financial data, analysis tools, and portfolio management features for individual investors and professionals.

Tradepost.ai

Tradepost.ai

tradepost.ai

Tradepost.ai is an AI-driven platform for analyzing financial data, providing insights from newsletters, SEC filings, and market sentiment to aid investment decisions.

Consumer Edge

Consumer Edge

consumer-edge.com

Consumer Edge provides global transaction revenue data to help businesses predict earnings, forecast sales, and identify growth opportunities.

Company Watch

Company Watch

companywatch.net

Company Watch is a financial risk management app that helps businesses assess and mitigate financial risks through data analysis and automated reporting.

Safebooks AI

Safebooks AI

safebooks.ai

Safebooks AI is a financial data governance platform that automates transaction analysis, detects anomalies, and ensures data accuracy across systems.

EILLA

EILLA

eilla.ai

EILLA is an AI platform that automates tasks and supports decision-making in M&A, VC, and PE deals, enhancing workflow efficiency and productivity.

Sharesight

Sharesight

sharesight.com

Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.

Inven

Inven

inven.ai

Inven is an AI tool that helps users find M&A targets by scanning websites for similar companies based on their criteria, streamlining deal sourcing.

Riskturn

Riskturn

riskturn.com

RISKTURN is a budgeting software that offers risk-based cash flow forecasting, enabling businesses to make informed financial decisions and enhance operational visibility.

Hebbia

Hebbia

hebbia.ai

Hebbia is an AI search engine that automates document analysis and data processing to streamline research and improve decision-making for knowledge workers.

Enfusion

Enfusion

enfusion.com

Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.

Gain.pro

Gain.pro

gain.pro

Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.

Dealroom.co

Dealroom.co

dealroom.co

Dealroom.co is a global data platform providing insights on startups, innovation, high-growth companies, ecosystems, and investment strategies.

Synaptic

Synaptic

synaptic.com

Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.

Countercyclical

Countercyclical

countercyclical.io

Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.

Vyzer

Vyzer

vyzer.co

Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.

PrivCo

PrivCo

privco.com

PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.

Smart RIA

Smart RIA

smart-ria.com

Smart RIA is a compliance management app for Registered Investment Advisors, offering tools for regulatory compliance, document storage, and task tracking.

Tegus

Tegus

tegus.com

Tegus is a research platform that provides market intelligence and private company insights for institutional investors and analysts.

SigFig

SigFig

sigfig.com

SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.

Growjo

Growjo

growjo.com

Growjo tracks the growth of companies and startups globally, providing data on revenue, employee numbers, funding, and market trends for informed business decisions.

Vumi

Vumi

vumi.io

Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.

Altruist

Altruist

altruist.com

Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.

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