InvestGlass Alternatives & Competitors

12 companies similar to InvestGlass — The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.

Valmesa

#TeValoramos

182

Benidorm, Spain

Finance

One Concern

Our mission is to make disasters less disastrous.

14 Unknown $119.20M

Menlo Park, United States

AI Analytics +2

Clustdoc

A better way to onboard new clients remotely. #onboardingautomation

12 Seed $100.00K

Paris, France

Enterprise Software CRM and Sales

G-Net Integrated Services Co.,Ltd

64 Series Unknown $3.00M

Analytics

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循环智能

连接对话数据到业务价值的鸿沟

23 Series Unknown $60.00M

China

SaaS

PriceHubble

Unlock performance through property solutions

128 Non Equity Assistance $34.00M

Zurich, Switzerland

AI Analytics +4

SkenData GmbH

Value. Risk. Energy. Wir machen Gebäudedaten erfolgreich.

17 Seed

Rostock, Germany

Fintech Insurtech +1

Epicenter

25 EPIC YEARS of Global Excellence in Technology & BPO

1799 Private Equity

Mumbai, India

AI Fintech +1

Strise

Manual FinCrime work. Ends now.

37 Series A $19.10M

Oslo, Norway

Grupo BC

Líder en externalización de procesos y servicios bancarios e inmobiliarios.

969 Private Equity

Madrid, Spain

Financial Services Information Technology +2

Catalyze AI

Event-Driven Predictive Lead-Generation for the Real Estate Industry.

8 Seed $2.00M

Los Angeles, United State...

AI Fintech +3

Auxo Dynamics

Piloter votre transition durable grâce à la data et l'IA

15 Seed $3.90M

Lyon, France

Information Technology Social Media +1

About InvestGlass

The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.

Services

Digital onboarding of clients, Customer Relationship Management (CRM), Portfolio Management System (PMS), Marketing Cloud, Artificial Intelligence enhancements

Target Customers

Banks and Financial Services, Real Estate Professionals, Insurance Companies, Fundraising Organizations, Enterprises focused on sovereignty

Taxonomy

PMS, Digital Onboarding, Client Portal, Robo-Advisor, Suitability, Private Equity, Portfolio Management, Compliance Automation, RegTech, Marketing Automation, Risk Monitoring

Frequently Asked Questions

Top alternatives to InvestGlass include Valmesa, One Concern, Clustdoc, G-Net Integrated Services Co.,Ltd, 循环智能. These companies serve similar markets and are frequently compared.

Bounce Watch tracks 12 companies similar to InvestGlass based on industry overlap, target customers, and business model.

The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.

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Explore Related

InvestGlass Profile Valmesa Alternatives One Concern Alternatives Clustdoc Alternatives All Companies All Signals Trend Reports

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 1 Sep 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.