Company intelligence
InvestGlass
The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.
Financial Services
Geneva, CH
5 employees
Founded 2014
4 public signals
About InvestGlass
InvestGlass is a 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.
Verified activity
Signals from InvestGlass
4 published signals
Presence & Recognition
InvestGlass hosted a session on 24 September 2026 at the Innovation Observatory to prepare for the Finance 2027 transformation.
Reported by InvestGlass
Presence & Recognition
InvestGlass announced that the European Digital Identity Portfolio (PEIN), MiCA, and the euro digital will transform onboarding, conformity, and client experience models.
Reported by InvestGlass
Products & Services
InvestGlass is introducing new tools for the Private Equity Portal and Crypto Token Porta, including live video for direct communication, fully customizable processes, a real-time progress bar, and automated Letters of Interest.
Reported by InvestGlass
Products & Services
InvestGlass introduced key enhancements during the first half of the year on its Swiss CRM, including AI and MICA features.
Reported by InvestGlass