InvestGlass welcoming Huamu - leader wealth and money lifestyle in Asia.




New Partner


Huamu based in Asia aims to help Chinese investors feel amazing about their money and wealth… They believe that financial planning should be more accessible and delightful. “Huamu + InvestGlass” is delivering a 360° degrees solution for affluent investors to ultra high net worth individuals.


We are glad to establish this first Swiss-Chinese fintech relationship.
Switzerland and China are working together in the area of financial technologies. Our countries have institutionalised their cooperation through a series of memorandums of understanding and strengthened it through concrete projects. On the occasion of the official visit of Chinese Premier Li Keqiang to Bern in May 2013, a memorandum of understanding was signed to mark the start of a bilateral dialogue on financial matters between the People’s Bank of China and the State Secretariat for Financial Matters (SIF).


We look forward to enrich Huamu with InvestGlass platform.


About Huamu

Huamu Financial, established in 2016, is a China well-known Internet wealth management platform. Its headquarter is located in Shanghai the international financial center.
Huamu Financial proposes a safe, reliable and transparent Internet financial platform for investors by using innovative technology. Huamu Financial believes that with the development of the Internet and the raise of national economy in China, internet wealth management will be a significant component that drives China’s economic growth and Huamu Financial will be one of the unique pioneer.
Since the launching, Huamu Financial grows steadily on its brand influence, investor base, and AUM. In May 2017, Huamu Financial achieved strategic restructuring by a Hong Kong public listed company and a China’s state-owned enterprise with millions of dollar investment.


About InvestGlass

Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.

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InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.