Total Funding
62
67
Total FundingSeries A raised
Growth Score
-3 pts
Heat Score
0 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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78435
InvestGlass is a CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns.
Alexandre Gaillard: CEO & Founder
About the Company
InvestGlass is a CRM, PMS, client portal, and digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly. InvestGlass Automation and CRM will take care of all the compliance work for you so you can focus on what you’re good at – providing
world-class investment advice.
