InvestGlass
CRM, digital onboarding and portfolio management platform for financial institutions.
- Swiss CompanyThe operating company is headquartered and legally incorporated in Switzerland.
- Swiss OwnedThe ultimate controlling owner is Swiss (Swiss persons, companies, foundations or public bodies).
- Swiss DevelopedThe product is primarily developed by a team operating from Switzerland.
- Hosted in SwitzerlandCore customer data and workloads are hosted in Switzerland by default.
- Self-hostableCan be installed on your own servers or on-premises.
investglass.com
Overview
InvestGlass is a client relationship management platform aimed at banks, private banks, wealth managers, brokers, insurers and other regulated organisations. Besides CRM pipelines and contact management, it combines digital client onboarding with KYC, OCR and liveness checks, FATCA/CRS and AML tools, e-signatures, email and SMS campaigns, a client portal and a portfolio management system with model portfolios and risk monitoring. AI features suggest next steps to relationship managers.
The platform is offered as a cloud service hosted in Switzerland or, in the Enterprise plan, as an on-premise installation. InvestGlass presents the product as a Swiss-hosted alternative to large CRM suites from Salesforce and Microsoft and connects to other systems through an API.
InvestGlass SA was founded in Geneva in 2014. In a job posting on its website it lists Switzerland, France, Germany, Austria, Luxembourg and Belgium as its sales markets. Plans are priced per user and month in CHF. The privacy policy that names the hosting providers has not been revised since 2019.
Why it may be a Swiss alternative
InvestGlass is operated by InvestGlass SA, which is headquartered in Geneva. Swiss-headquartered, Swiss-owned company; product developed (wholly or largely) in Switzerland.
According to the information we found, core customer data is hosted in Switzerland.
May replace
- SalesforceSalesforce, Inc. · USFocused on regulated financial institutions, with KYC, onboarding and portfolio management built in.
- Microsoft Dynamics 365Microsoft Corporation · USFocused on regulated financial institutions, with KYC, onboarding and portfolio management built in.
Foreign products with overlapping functionality. An alternative is not necessarily a one-to-one replacement.
Swiss footprint
Five independent questions. A Swiss company is not automatically Swiss-hosted — and vice versa. How the footprint is assessed
Swiss native. Swiss-headquartered, Swiss-owned company; product developed (wholly or largely) in Switzerland.
- HeadquartersIs the operating company headquartered in Switzerland?
- Geneva, Geneva (GE), SwitzerlandVerified[1]
- Legal jurisdiction
- OwnershipIs the company ultimately Swiss-owned?
- 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.
- DevelopmentIs the product developed in Switzerland?
- YesVendor claim[3]
InvestGlass states that its solutions are designed and hosted in Switzerland and that its infrastructure and operations are entirely Swiss. It does not publish where its developers work.
- HostingIs customer data hosted in Switzerland?
- Yes — SwitzerlandVendor claim[2]
The privacy policy (last revised in 2019) states that personal information is kept on servers in Switzerland managed by STACK Infrastructure and Exoscale SA, with the service hosted in Plan-les-Ouates; the pricing page describes the tools as hosted in Geneva. Some service providers, such as the Intercom support tool, may be located in the USA.
- InfrastructureIs the hosting infrastructure operated by a Swiss-owned provider?
- No — STACK Infrastructure and Exoscale (Akenes SA)Vendor claim[2]
Exoscale is operated by Akenes SA, which belongs to A1 Digital and the Austrian A1 Telekom Austria Group. The ownership of the STACK Infrastructure data centre was not verified here. Data-centre facility: Plan-les-Ouates (Geneva)
Features & platforms
- Platforms
- Deployment
- Made for
- Interface languages
- Unknown / not verified
Privacy & security
- Public API
- Yes
- Not verified
- End-to-end encryption, Encryption at rest, Encryption in transit, Multi-factor authentication, Single sign-on (SAML/OIDC), SCIM provisioning and Data export
- Certifications
- None listed
Pricing
Paid plans fromCHF 100 / monthStarter plan, per user per month, billed monthly; VAT treatment not stated
- Pricing model
- Subscription
- Free plan
- Unknown / not verified
- Free trial
- Unknown / not verified
- Enterprise plan
- Yes
- Billing in CHF
- Yes
Prices checked 16 Oct 2026. Always confirm on the vendor’s site. Pricing page ↗
Open source
- Open source
- NoInferred
Proprietary software; no source code is published.
Company
Geneva-based software company founded in 2014 that develops a CRM, client onboarding and portfolio management platform for banks and other financial institutions.
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Sources & verification
Every claim on this page is marked as verified, vendor claim or inferred. Unknown means we could not confirm it — not that the answer is “no”.
- Verified Confirmed by an independent or official source such as the commercial register.
- Vendor claim Stated by the vendor in its own documentation, website or legal terms.
- Inferred Derived by the editors from indirect evidence — see the note.
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InvestGlass SA
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