InvestGlass Alternatives & Competitors
12 companies similar to InvestGlass — The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.
Companies similar to InvestGlass
AI Quantec
Via Quantec's asset management platform, you will be able to meet your own private banker...
Seoul, Korea South
Assette
Assette allows investment firms to instantly create custom investment content for every st...
Boston, United States
Jarvis Invest
Unlock Your Investment Potential with Jarvis AI-Powered Equity Advisory for Smart and Sec...
India
iCapital
Helping Financial Professionals implement and manage alternative strategies for growth.
New York, United States
Rival Readout
Competing with InvestGlass? We do this properly.
10 rivals, 90 days of dated moves, ranked by what matters and sourced, in 7 business days.
LAB Group
Providing digital acquisition, identity verification & onboarding technology to Financial...
Melbourne, Australia
Crystal Capital Partners, LLC
The Portfolio-Centric Alternative Investment Platform for Financial Advisors
United States
CoorpID
CoorpID - joining forces with Encompass Corporation as the leader in Corporate Digital Ide...
Amsterdam, The Netherland...
Hedgehog
A robo-advisor that helps you buy up to 85+ digital assets at once and automate your portf...
San Francisco, United Sta...
Harmoney
Compliance you can always prove.
Ghent, Belgium
Bento - digital wealth solutions (acquired by Grab)
Simplifying Investments with Intelligent Portfolios
Singapore, Singapore
London, United Kingdom
AMLYZE
Where regulatory compliance meets innovation
Vilnius, Lithuania
About InvestGlass
InvestGlass, established in 2014, is a dynamic player in the CRM and Fintech landscapes, headquartered in Switzerland. The company's slogan, "The Swiss CRM platform which embeds Digital Onboarding, and CRM automation", encapsulates its primary value proposition - integrating robust digital onboarding and automation sol...
Digital onboarding of clients, Customer Relationship Management (CRM), Portfolio Management System (PMS), Marketing Cloud, Artificial Intelligence enhancements
Banks and Financial Services, Real Estate Professionals, Insurance Companies, Fundraising Organizations, Enterprises focused on sovereignty
PMS, Digital Onboarding, Client Portal, Robo-Advisor, Suitability, Private Equity, Portfolio Management, Compliance Automation, RegTech, Marketing Automation, Risk Monitoring
Frequently Asked Questions
From the desk
Mapping a market? Start with a Rival Readout.
In 7 business days we read 10 rivals around InvestGlass: 90 days of dated moves, ranked by what matters to you, each with its source. Fully credited if you continue.
Compiled from the BounceWatch company index. We last looked at InvestGlass on 11 Sep 2025. The 12 companies listed here were last checked between 11 Sep 2024 and 31 Oct 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
