InvestGlass company logo
Analyst Briefing Submitted

Founded Year



Incubator/Accelerator | Alive

About 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,


+41 22 552 03 26

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

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.



4,779 items

Track and capture company information and workflow.

Latest InvestGlass News

FinovateEurope 2022 with Alexandre Gaillard, InvestGlass

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

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

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.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.