CRM, digital onboarding and portfolio management platform for financial institutions.
Swiss native
- Hosted in Switzerland
- Self-hostable
CRMPaid
Company · Geneva, Geneva, Switzerland
InvestGlass SA
Geneva-based software company founded in 2014 that develops a CRM, client onboarding and portfolio management platform for banks and other financial institutions.
01
Facts
- Headquarters
- Geneva, Geneva, SwitzerlandVerified[1]
- Legal jurisdiction
- Switzerland
- Ownership
- YesVendor claim[4]
InvestGlass describes itself as "100% Swiss owned" and says the Gaillard family runs its operations; Alexandre Gaillard is one of the founders. No parent company is recorded in the commercial register, and the shareholders of the SA are not published.
- Founded in Switzerland
- YesVerified[2]
Entered in the commercial register of the canton of Geneva on 12 March 2014 with its seat in Plan-les-Ouates; the seat moved to the city of Geneva in 2019.
- Labels
Third-party labels awarded by their label organisations on their own criteria. Listed for information; not verified by us.
- Founded
- 2014
- Canton
- Geneva GE
02
Products
03
Sources & verification
- [1]
- [2]
- [3]
- [4]
- [5]
Last verified