Investglass

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

Business Model:

Revenue: $212.3k

Employees: 2-10

Detailed Investglass Information

Geographic Data

Investglass headquarters map

Address:

City: Genève

State: Geneve

Zip:

Country: Switzerland

Financial Info

Stage:

series a

Raised Last:

$1M

Raised Total:

$1M

Metrics

1,472,668Website Global Rank

14,755Website Monthly Traffic

Twitter Followers

Description

Presenter Profile: How they describe themselves: InvestGlass is a #1 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. How they describe their product/innovation: You need to keep up with ever-changing compliance regulations, but your bank is already stretched thin! It feels like you spend more time complying with regulations than actually serving clients. And if one of your team members leaves, it’s going to be a huge challenge to replace them. InvestGlass Automation and CRM will take care of all the compliance work for you so you can focus on what you’re good at – providing world-class investment advice. Plus, our Swiss cloud-based solution means there’s no hardware and no surrender to US or Chinese Cloud. Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contact Phone:

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
12/2019 Series A $1M
3/2014 Pre Seed Round $100k
6/2015 Seed Round 1 - FONGIT
FONGIT
6/2015 Seed Round 1 - FONGIT
FONGIT
Announced Date Name Price

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