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 core products include Digital Onboarding, CRM, Portfolio Management System (PMS), Marketing Automation, and a Client Portal, all powered by AI and automation. The company emphasizes Swiss digital sovereignty and provides solutions for various industries such as Banking and Financial Services, Real Estate, and Insurance. InvestGlass focuses on streamlining client engagement, automating tasks, and providing personalized interactions through its cloud-based platform.
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 core products include Digital Onboarding, CRM, Portfolio Management System (PMS), Marketing Automation, and a Client Portal, all powered by AI and automation. The company emphasizes Swiss digital sovereignty and provides solutions for various industries such as Banking and Financial Services, Real Estate, and Insurance. InvestGlass focuses on streamlining client engagement, automating tasks, and providing personalized interactions through its cloud-based platform.
TL;DR
Location: Geneva, Switzerland
Product: Swiss-hosted SaaS CRM with digital onboarding, PMS, client portals, marketing automation
Founding year: 2014
Recent funding: Series A on 2019-12-31
Company Overview
Problem Domain
Streamlining client engagement, compliance, onboarding and portfolio/investor reporting for regulated financial institutions (private banks, family offices, asset managers, real estate, insurance).
Founded
2014
Industry
Fintech / Wealthtech / SaaS
Funding Track Record
Investor Signal
“FONGIT participated as a funder”