InvestGlass
- Company typePrivate
- Founded2014
- HeadquartersGenève, Switzerland
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
InvestGlass firmographics
Firmographics- Name
- InvestGlass
- Legal name
- InvestGlass SA
- Website
- https://investglass.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
InvestGlass industry classification
Industry- Product category
- Financial Services CRM Software
- akta.pro primary industry
- Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM)
Keywords
Where InvestGlass is headquartered
LocationHeadquarters
- HQ city
- Genève
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
InvestGlass business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription Licensing (SaaS): Four-tier subscription model (Starter, Standard, Enterprise, Ultimate) with per-seat monthly pricing. Each tier adds functionality for larger deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter: Basic CRM functionality for team collaboration at CHF 50/user/month |
| Subscription | Monthly | Standard: Lead conversion and faster deal closing at CHF 200/user/month |
| Subscription | Monthly | Enterprise: Extensive growth and portfolio management at CHF 500/user/month |
| Subscription | Monthly | Ultimate: On-premise AI deployment with full customization at CHF 700/user/month |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
InvestGlass product offering
Product offeringCore offering
InvestGlass sells an integrated Swiss sovereign CRM platform that combines digital onboarding, sales CRM, portfolio management, marketing automation, a client/employee portal, and AI-powered automation in a single product suite. The platform is sold on a per-seat monthly subscription basis across four tiers and is offered as Swiss-hosted cloud or on-premise deployment for banks, wealth managers, insurers, family offices, government agencies, and other regulated industries.
Product overview
InvestGlass is a #1 Swiss Sovereign platform that combines Digital Onboarding, CRM (Sales Tools), Portfolio Management System (PMS), Marketing Cloud, and Customers & Employee Portal as its six core products, augmented by AI-powered modules including AI Client Onboarding, AI KYC Automation, AI Compliance for Finance, Build with AI, and Set Up Agents. The platform operates as an integrated suite where the CRM serves as the central hub, connecting with the Portfolio Management System for banks and wealth managers, the Digital Onboarding module for automated client intake, Marketing Cloud for sales automation, and the Portal for client engagement. All products share the same data architecture and are hosted on Swiss cloud infrastructure or on-premise, with AI capabilities embedded throughout the platform for automation, compliance, and personalization.
Differentiator
Problem solved
Functional benefit
Products and services
- Digital Onboarding No-code digital forms builder for transforming client onboarding operations. Supports KYC remediation, AML checks, application forms, and electronic signatures, with all data hosted in Switzerland. Designed for banks, wealth managers, insurers, and other regulated institutions that need to digitize onboarding without programming.
- CRM (Sales Tools) Swiss sovereign CRM combining sales AI and automated workflows for financial services sales teams. Includes customizable tabs, records, fields, layouts, pipelines, calendar, task management, approval processes, and record permissions with audit trail. Designed for banks, wealth managers, and other financial services sales organizations.
- Portfolio Management System (PMS) Swiss-made portfolio management solution for automated brokers, banks, and neobanks. Includes real-time monitoring, suitability controls, risk monitoring, ESG screening, portfolio stress testing, and AI-powered automated advisory. Available on Swiss sovereign cloud or on-premise deployment.
- Marketing Cloud AI-powered digital marketing suite that transforms raw sales data into actionable insights. Includes email and SMS campaigns, lead scoring, audience research, trend analysis, content generation, and sales automation. Marketed with claimed outcomes of 68% higher customer lifetime value, 35% ROI growth, and 33% higher customer engagement for financial services marketers.
- Customers & Employee Portal Collaborative portal for secure client and employee communications. Features secure messaging, quote requests, account information access, document electronic vault, and native video conferencing integration with ZOOM and JITSI. Customizable with branding, colors, and logo.
- Artificial Intelligence & Automation AI-powered automation platform that combines the Swiss neutral CRM with trusted AI on one integrated platform. Includes multi-step automation, KYC business process automation, portfolio management monitoring, and third-party software connectivity. Hosted on Swiss cloud or on-premise, with on-premise AI available on the Ultimate tier.
Quantifiable outcome
- 68% increase in customer lifetime value for marketers using the marketing suite
- +3 more outcomes
Companies that use InvestGlass
Customer profileNamed customers11 records
Segments10 records
Ideal customer profiles3 records
InvestGlass technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability12 records
Feature6 records
InvestGlass partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SumsubcoreKYC and identity verification integration partner. Sumsub logo appears on customer/partner pages indicating active integration for automated identity verification and fraud detection within the InvestGlass onboarding workflow.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
InvestGlass competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: Salesforce's flagship vertical CRM for retail banking, wealth and insurance, with deep integration ecosystem and Einstein AI. Most credible large-scale incumbent competing for the same financial-institution CRM wallet.
- Microsoft Dynamics 365: Microsoft's enterprise CRM/ERP suite with Financial Services accelerators and Microsoft Cloud for Sovereignty positioning. Competes head-on with InvestGlass in regulated mid-market and enterprise banks globally.
- Temenos: Global core-banking and digital-banking platform serving retail, private and corporate banks. A relevant broad incumbent whose 'core banking connection' positioning InvestGlass uses at its top tier.
- Orion Advisor Tech: Wealthtech platform combining CRM, portfolio management, performance reporting and account aggregation for advisors and banks. Overlaps with InvestGlass's PMS and CRM modules across wealth management.
- Envestnet | Tamarac: Wealth management technology platform offering CRM (Tamarac), portfolio management and reporting for RIAs and banks. Broad incumbent alternative to InvestGlass for mid-to-large wealth managers.
Direct peers
- Wealthbox: CRM purpose-built for financial advisors and wealth managers. Most directly comparable direct competitor in the wealth/private banking CRM segment InvestGlass targets.
- Practifi: CRM and practice-management platform for wealth managers, RIAs and insurance agencies. Competes with InvestGlass's CRM and client portal offerings for the same private-banking and family-office buyers.
- Redtail CRM: CRM specifically designed for financial advisors and small wealth managers. Closest SMB/mid-market peer for the long-tail PLG funnel InvestGlass runs.
- Backstop Solutions: Investor CRM and workflow platform for hedge funds, private equity and institutional asset managers. Directly comparable to InvestGlass's institutional asset management customers (e.g., Palatine, Siega).
- Addepar: Portfolio management and analytics platform for wealth and family offices. Competes with InvestGlass's Portfolio Management System in the multi-family-office and wealth-management segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
InvestGlass social profiles
Digital presenceInvestGlass compliance and trust
Trust signalCompliance3 records
InvestGlass financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestGlass leadership team
Management profileNumber of profiles
Profiles1 record
InvestGlass funding detail
Funding detailFunding overview
Funding rounds3 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestGlass M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InvestGlass
What does InvestGlass do?
InvestGlass sells an integrated Swiss sovereign CRM platform that combines digital onboarding, sales CRM, portfolio management, marketing automation, a client/employee portal, and AI-powered automation in a single product suite. The platform is sold on a per-seat monthly subscription basis across four tiers and is offered as Swiss-hosted cloud or on-premise deployment for banks, wealth managers, insurers, family offices, government agencies, and other regulated industries.
Is InvestGlass a public or private company?
InvestGlass is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was InvestGlass founded?
InvestGlass was founded in 2014. It employs 51 to 100 people.
Where is InvestGlass based?
InvestGlass is headquartered in Genève, Switzerland, in the Europe region.
How does InvestGlass make money?
One revenue line is on record: subscription Licensing (SaaS).
Who are InvestGlass's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud, Microsoft Dynamics 365, Temenos, Orion Advisor Tech and Envestnet | Tamarac. Direct peers are Wealthbox, Practifi, Redtail CRM, Backstop Solutions and Addepar.
Does InvestGlass have an API?
Yes. InvestGlass provides API and Webhooks for seamless CRM data synchronization and real-time updates. The API enables integration for data writes, detailed view reads, list view readings, and federated searches. Document & Form Understanding uses natural language processing (NLP) and optical character recognition (OCR) to scan existing documents and generate JSON payload for CRM systems, APIs, or digital onboarding journeys.
What industry is InvestGlass in?
InvestGlass's product category is Financial Services CRM Software. Its primary akta.pro industry code is FSAGAAAM, Customer Experience & Engagement (CRM, Support, Rewards, Loyalty).