I

InvestGlass

5 employees

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

Basic info

Industry

financial services

Sectors

Sales Automation
Financial Services
suitability
digital onboarding
digital portal
private equity
Big Data
robo-advisor
fintech
automation
FinTech
hedge fund
portfolio management
CRM

Date founded

2014

Funding rounds raised

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InvestGlass raised undisclosed on June 1, 2015

Investors: Fongit

FAQ