InvestGlass
Created in 2014
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
1,959 4,886Activities
Technologies
Entity types
Location
Rue des Alpes 5, 1201 Genève, Switzerland
Genève
Switzerland
Employees
Scale: 51-200
Estimated: 3
Engaged corporates
32
6 30Added in Motherbase
4 years, 9 months ago
fintech Value proposition
The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.
InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
fintech, robo-advisor, suitability, private equity, CRM, digital onboarding, portfolio management, automation, digital portal, regtech, Artificial intelligence, marketing automation, and risk monitoring
InvestGlass - the Swiss Cloud built for Sustainable Automation and Growth
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
https://www.investglass.com/
| Corporate | Type | Tweets | Articles | |
|---|---|---|---|---|
 Tenity Financial Services | Tenity Financial Services | Other 12 Sep 2017 | | |
 FF News | Fintech Finance Media Production | FF News | Fintech Finance Media Production | Other 27 Feb 2024 | | |
 L'Atelier BNP Paribas Finance, Media, IT Services and IT Consulting | L'Atelier BNP Paribas Finance, Media, IT Services and IT Consulting | Other 27 Jan 2016 | | |
 Telefónica Startup accelerator & VC, Telecommunications | Telefónica Startup accelerator & VC, Telecommunications | Other 29 Jan 2015 | | |
 UK Atomic Energy Authority Research, National and local authorities | UK Atomic Energy Authority Research, National and local authorities | Other 16 Oct 2018 | | |
 Global Automobile, Broadcast Media Production and Distribution | Global Automobile, Broadcast Media Production and Distribution | Other 11 Jan 2017 | | |
 Décideurs Magazine Media, Newspaper Publishing | Décideurs Magazine Media, Newspaper Publishing | Other 12 Jun 2017 | | |
 Swift Financial Services | Swift Financial Services | Not capitalistic Not partnership Event 8 Jan 2019 | | |
 Deutsche Börse Finance, Financial Services | Deutsche Börse Finance, Financial Services | Other 19 Jul 2016 | | |
 EY Consulting, audit, IT Services and IT Consulting | EY Consulting, audit, IT Services and IT Consulting | Other 28 May 2018 | | |