InvestGlass aims at supporting wealth and asset managers daily activities.
Are robots are killing bankers business? We won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots.
Our goal is to deliver an all-in-one solution from customer acquisition, CRM, investment solicitations, investment automation, order transmission, KYC automated review....
From day one - we decided that this journey will be possible with strong fintech partners. From day one - we decided that InvestGlass will be a Swiss company with a SAAS software hosted on a Swiss cloud. From day one - Not to be a bank, not to be a broker, not to sell any advisory mandate.
Our customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers.
Sebastien Thevenaz and Alexandre Gaillard are committed "builders". They started InvestGlass in March 2014 from scratch. Built a complete solution thanks to their belief that transparency is key for wealth advisors. Diego Milla joined them the following year as head of data. The team is now strong of 10 people and a network of 20 consulting partners.
Their bet is that professional investors need artificial intelligence to hand off regular back/front-office processes as to experience a dramatic time and resource savings.
From 2014 to 2018, we built the basic CRM and basic portfolio management tools later we upgraded those tools with a market page and different rebalancing tools.
Those tools were basic and simple. The next challenge was to connect those tools to a client portal and customization became a very important topic to us.
Customization men's offering visual flexibility, connection to third-party Fintech, and an API. 2018, has been a meaningful year with the very first banking clients. We expanded our client base with clients in Asia, Middle East and South Africa.
2019 has been an important year with connections to multiple Singaporean, Hong Kong and Chinese companies. InvestGlass team has been focusing their developments on the API.
In 2020, InvestGlass has been selected by Capgemini. After a long audit, Capgemini selected InvestGlass in their Fintech Global ScaleUp project. This event has been a catalyst for InvestGlass team to foster efforts on API and more flexibilities into the platform.
InvestGlass API as well as full flexibility of the CRM opens new opportunities for InvestGlass.
But our mission is not finished yet - we push automation to new limits with embed A.I. specialised for bankers and wealth managers. Our customers’ success is our success.