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InvestGlass logo — The Swiss CRM platform which embeds Digital Onboarding, and...

InvestGlass

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

Founded 2014 Switzerland Geneva, Switzerland 4 employees Series A Total: $1.10M Automation, Big Data +3

General Information

Company Name InvestGlass
Founded Year 2014
Location Switzerland Geneva, Switzerland
Employees 4
Industries Automation, Big Data, Financial Services +2
Funding Stage Series A
Social

BounceWatch is an independent company data service, not affiliated with InvestGlass. To contact InvestGlass, visit investglass.com.

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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 solutions within a comprehensive CRM framework.

Positioned at the intersection of Automation, Big Data, and Financial Services, InvestGlass provides not just a Client Portal, but a customizable platform that allows businesses the freedom to design and manage their digital engagements. This flexibility gives companies an edge in managing their digital presence, crucial in today's data-driven market environment.

In its last funding round, the company secured a $1.00M Series A investment as of 31 December 2019. Despite the undisclosed backers in this round, InvestGlass presents a compelling opportunity with its strong foundation and innovative approach in a competitive industry.

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

Services & Products

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

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $1.00M -
31 Dec 2019
Seed Round Undisclosed 1
FONGIT
FONGIT
01 Jun 2015
Pre Seed Round $100.00K -
17 Mar 2014

InvestGlass Alternatives & Competitors

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FAQ About InvestGlass

The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.
InvestGlass was founded in 2014.
InvestGlass is headquartered in Geneva, Switzerland.
InvestGlass operates in Automation, Big Data, Financial Services, Fintech and CRM and Sales. Its work centres on PMS, Digital Onboarding, Client Portal and Robo-Advisor. Its customers include Banks and Financial Services, Real Estate Professionals and Insurance Companies.
InvestGlass has approximately 4 employees.
InvestGlass has completed 3 funding rounds, raising a total of $1.10M. The latest funding stage is Series A.
InvestGlass offers: Digital onboarding of clients, Customer Relationship Management (CRM), Portfolio Management System (PMS), Marketing Cloud, Artificial Intelligence enhancements.
Top alternatives and competitors to InvestGlass include AI Quantec, Assette, Jarvis Invest, iCapital, LAB Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
InvestGlass and AI Quantec are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for InvestGlass, https://bouncewatch.com/company/investglass, updated 11 September 2025. When citing, please name BounceWatch and link this page.

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