InvestGlass
Founded Year
2014Stage
Incubator/Accelerator | AliveAbout InvestGlass
InvestGlass is a sales automation solution that gathers a CRM, content management system, KYC, PMS, and artificial intelligence with an open community of technology partners built for bankers, family officers, asset managers in Switzerland, Europe and Asia.
InvestGlass Headquarters Location
Chemin du Pré Fleuri 3
Plan les Ouates, 1288,
Switzerland
+41 22 552 03 26
Expert Collections containing InvestGlass
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
InvestGlass is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
1,870 items
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
4,779 items
Track and capture company information and workflow.
Latest InvestGlass News
Apr 19, 2022
We caught up with Alexandre Gaillard, CEO of InvestGlass, the number one Swiss CRM who works with banks and asset managers to automate the sales and KYC workflows. He discusses the monumental progress of the company’s solution in the last few years, the intricacies of hybrid onboarding and the challenge of being the only non […] The post FinovateEurope 2022 with Alexandre Gaillard, InvestGlass appeared first on Fintech Finance.
InvestGlass Web Traffic
InvestGlass Rank
When was InvestGlass founded?
InvestGlass was founded in 2014.
Where is InvestGlass's headquarters?
InvestGlass's headquarters is located at Chemin du Pré Fleuri 3, Plan les Ouates.
What is InvestGlass's latest funding round?
InvestGlass's latest funding round is Incubator/Accelerator.
Who are the investors of InvestGlass?
Investors of InvestGlass include Salesforce Accelerate.
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