Founded in 2014 and headquartered in Geneva, Switzerland, InvestGlass is a financial technology company that has developed a comprehensive, cloud-based platform for banks, wealth managers, and asset managers. Their mission is to provide an all-in-one solution that automates sales processes, streamlines client onboarding and KYC procedures, and enhances client relationship management (CRM) through a sophisticated portfolio management system (PMS) and a customizable client portal. The platform is designed to be a flexible and powerful tool for financial professionals to manage the entire client lifecycle efficiently.

Founded in

Switzerland