The Swiss CRM made Effortless.

Does your company use InvestGlass today? Sign in here.

 
Bring your business online


Private Equity

A Private Equity Hub for 50 family office and HNWI.

Neo Bank

She built a Woman-Only Neo bank in less than 30 days.

Private Banking

Because of COVID19, she turned all account opening documents into a paper free - online solution.

Asset based finance

He connected 5 Fintech together to offer a seamless loan application solution.

You handle the customer experience.
We do the rest.

Digital Onboarding

Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.

Sales CRM & Pipeline Management Software

Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.

Client Portal & Banking API

Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.

See how InvestGlass can help bloom your business.

Does your company use InvestGlass today? Sign in here.