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

financial services

private equity

portfolio management

robo-advisor

Big Data

fintech

automation

digital onboarding

Financial Services

suitability

Sales Automation

FinTech

digital portal

CRM

hedge fund

2014

InvestGlass raised undisclosed on June 1, 2015

Investors: Fongit