Company Tagline
The Swiss CRM platform which embeds Digital Onboarding, and CRM automation.
Industry Category
Business Keywords
Company Description
InvestGlass is a leading provider of innovative solutions for the financial services industry. Specializing in CRM, PMS, client portals, and digital onboarding tools, InvestGlass empowers financial institutions to enhance their digital presence and optimize client engagement. InvestGlass delivers a comprehensive platform designed to streamline operations and drive growth.
With a focus on cutting-edge technology, InvestGlass integrates features such as digital onboarding, CRM automation, and portfolio management to provide a seamless and efficient experience. The platform's flexibility allows firms to tailor their digital strategies and manage client interactions effectively. InvestGlass is committed to providing the tools necessary to thrive in today's competitive landscape.
Located at 5 rue de Alpes, Geneva, 1201, CH, InvestGlass continues to innovate and expand its offerings to meet the evolving needs of the financial sector. We invite the management of InvestGlass to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Key Personnel / Employees
Compare Companies Side by Side
Compare InvestGlass with 3 companies in Financial-Services
| Comparison Field |
InvestGlassMain Company |
CAIA AssociationView Profile |
Portfolio Management...View Profile |
FinalisView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2002 | 1974 | 2020 |
|
Company Size
|
— | 11-50 | 51-200 | 51-200 |
|
City
|
Amherst, Massachusetts | London, England | San Francisco, CA | |
|
Country
|
United States | United Kingdom | United States | |
|
Skills & Keywords
Comparing with main company
|
19 Total Skills
Financial Services
CRM
Digital Onboarding
Portfolio Management
Fintech
Regtech
Client Portal
portfolio management
Artificial intelligence
regtech
marketing automation
digital onboarding
fintech
suitability
automation
digital portal
private equity
risk monitoring
robo-advisor
|
10 Total
10 Unique
Unique Skills:
alternative investments
credential
due diligence
education
ESG
ethical investing
+4
|
15 Total
15 Unique
Unique Skills:
alternative investments
Asset allocation
derivatives
ESG
Financial Data Science
fixed income
+9
|
9 Total
9 Unique
Unique Skills:
broker dealer
capital markets
compliance
information technology
investment banking
mergers & acquisitions
+3
|
4
Total Companies1974
Oldest Founded2
Countries51
Unique SkillsSimilar Companies
Other organizations in the same industry
Chiltern Consultancy Ltd
Financial-Serviceswww.chilternconsultancyltd.com 01494 451441
DISCERN
Financial-ServicesSpecializes in Creating a Persistent Information Advantage for Business Executives, Business Valuati...
Alternative Company Names
This company is also known as