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InvestGlass
InvestGlass is a Swiss-based company offering an integrated CRM platform that encompasses marketing, sales, service, operations, and portfolio management software designed for business growth. Their…
InvestGlass
InvestGlass is a Swiss-based company offering an integrated CRM platform that encompasses marketing, sales, service, operations, and portfolio management software designed for business growth. Their…
TL;DR
Headquarters: Genève, Switzerland
Product: CRM platform with digital onboarding, portfolio management, client portal, and marketing automation
Founders: Alexandre Gaillard; Sébastien Thévenaz
Stage / funding: Has completed at least a Series A; last disclosed funding date 2019
Company Overview
Problem Domain
Client lifecycle management and portfolio/client portal needs for financial services firms
Industry
Fintech; Financial Services Software
Funding Track Record
Last disclosed round listed as Series A; exact amount and date details not fully specified in evidence beyond a last funding date of 2019-12-31 and total funding figure.
Investor Signal
“Owned by Swiss shareholders; received support from public authorities”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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