InvestGlass
Founded Year
2014Stage
Incubator/Accelerator | AliveAbout InvestGlass
InvestGlass (IG) offers customer relationship management (CRM), PMS, client portal, and digital onboarding tools platform. It helps to create, design, manage and develop your digital presence. The company aids in digital onboarding and portfolio management. It was founded in 2014 and is based in Plan les Ouates, Switzerland.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
ESPs containing InvestGlass
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The financial advisor CRM (customer relationship management) market aggregates all client data and documents in an organized way, helping wealth managers and financial advisors build complete client profiles in a single platform. These solutions enable advisors and wealth managers to build complete customer data sources, which helps them build deeper relationships with clients and gain trust while…
InvestGlass named as Challenger among 7 other companies, including Wealthbox, Kristal.AI, and Wealth Access.
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
2,185 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
12,438 items
Excludes US-based companies
Latest InvestGlass News
Jun 29, 2023
By Gloria Methri Share InvestGlass, a provider of digital investment management solutions, has announced a strategic partnership with global identity verification platform Sumsub . This partnership promises a robust, integrated solution to expedite and enhance the Know Your Customer (KYC) process for banks, brokers, and crypto platforms globally. Leveraging both firm’s expertise, the partnership aims to fortify compliance procedures in a fast-paced financial environment. KYC, a critical risk management procedure for identifying and verifying the identities of clients, has traditionally been a time-consuming and complex task. This partnership seeks to reshape this process by making KYC faster, more compliant, and ultimately more efficient for all stakeholders. “We are excited about our partnership with Sumsub. Together, we can optimize the KYC procedure, making it easier and faster for our clients,” said Alexandre Gaillard, CEO at InvestGlass. “This partnership reflects our commitment to integrating cutting-edge technology into our platform to improve user experience and operational efficiency.” Sumsub, known for its advanced identity verification and anti-fraud technologies, offers solutions that help businesses comply with global regulations. In alliance with InvestGlass, the company’s intelligent KYC tools can now be seamlessly integrated into a comprehensive investment management platform. “Our aim is to make regulatory compliance fast and hassle-free,” said Andrew Sever, co-founder and CEO of Sumsub. “This partnership with InvestGlass enables us to offer our efficient, user-friendly KYC solutions to a wider audience. We look forward to supporting brokers, banks, and crypto providers in navigating their compliance journey.” InvestGlass is a Swiss-based platform offering automated investment management solutions. It provides banks, brokers, and wealth managers with a comprehensive, digitized investing process that streamlines operations and enhances customer experience. Previous Article Digital monthly issue Global coverage
InvestGlass Frequently Asked Questions (FAQ)
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.
Who are InvestGlass's competitors?
Competitors of InvestGlass include Legl and 4 more.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
Compare InvestGlass to Competitors
Prisma Campaigns is a marketing automation platform for banks and credit unions. It provides banking-related services. It was founded in 2018 and is based in Miami, Florida.
MARQUIS Software Solutions, aka MARQUIS and fka Centrax Group, offers data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet & monitor compliance requirements. MARUIQS provides expertise in data analytics, MCIF, custom relationship management, strategic consulting, profitability and retention, direct marketing, along with CRA, HMDA, & Fair Lending compliance.
QCash Financial is a purpose-driven FinTech firm with a mission of empowering financial institutions to improve financial wellness. QCash Financial offers automated, cloud-based, short-term technology and has a financial wellness app designed to build financial capacity, stability and resilience.
Onboard is a SaaS that automates & streamlines the customer onboarding & implementation process. The company was founded in 2020 and is based in Detroit, Michigan.
ChurnZero's platform allows companies to monitor and measure a customer's use of their software, identifying when customers are no longer using the service and deploying automated tools such as email to help guide those customers back to the product. The company serves SaaS and subscription business clients. It was founded in 2015 and is based in Washington, DC.
Appcues provides users with the designs and tools to educate customers about products via its user onboarding software. It aims to allow teams to measure and improve product adoption without engineering effort by its clients.
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