InvestGlass

CRM Software · Financial Software & Embedded Finance

Overview

Onboard, Grow, Comply. InvestGlass, #1 Swiss platform combining onboarding, CRM, PMS, client portal and marketing in one smart API and open ecosystem.

Funding and backers

Backers
1
FONGIT
Momentum
15/100
in the news
Last sign of life
1 mo ago
a posting or a news item
Tractionpublic signals, read monthly
Web presence
top 2%
of 133.2M domains by links, Common Crawl
Backed byfrom the funds' portfolios and accelerator catalogs
Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
Frontline1 role
Frontline is the AI CRM that captures every customer interaction and works proactively to grow your business.
The #1 Open Source CRM for modern teams. Modular, scalable, and built to fit your business.
Free Online CRM system. Create the right sales culture and an effective sales team by starting with a good CRM system.
Super Leap51-200 employees
AI-native CRM platform for enterprise sales, marketing, and service teams. Agentic AI, customer intelligence, and deep customisability —…
Our CRM platform is personalized and fine-tuned precisely to your business goals. If you want a positive relationship with a CRM vendor…
CapsuleCRMVenture round · 15 yr ago
Simple yet powerful CRM. Join over 10,000 global businesses and discover an easier way to manage contacts, sales and grow lasting…

Connections

List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors1
FONGITVia a fund
10 portfolio companies: TVP Solar, Viroblock, Xcelens and 7 more

News

Blog 2 months ago
ROI from CRM: How to Measure, Prove, and Increase Returns from Your CRM Investment
Implementing a customer relationship management (CRM) system is a high-impact investment, yet many organisations struggle to quantify what they actually get back. Whether you are defending a new CRM investment to the board or trying to extract more value
Read more
Report
Blog 2 months ago
What Is Media CRM? A Complete Guide for Modern Media and Publishing Businesses
Media organisations juggle ad sales pipelines, subscriber lifecycles, sponsorship deliverables, and audience data across print, digital, audio, and events. A generic CRM was never built for that complexity. This guide explains what a media CRM is, how it
Read more
Report
Blog 2 months ago
What Is CRM Software? The Complete 2026 Guide to Customer Relationship Management
Customer relationship management software has become the operational backbone of modern businesses, connecting every team that touches a customer. Whether you are a solo consultant tracking a handful of prospects or a multinational organisation managing m
Read more
Report
Blog 2 months ago
What Is a CRM Portfolio and Why Does It Matter for Financial Services?
CRM Portfolio: Definition, Value, and Implementation for Financial Services Financial services firms in 2026 face a defining question: is your CRM a contact list, or a strategic asset? This article explains what a CRM portfolio is, why it matters for regu
Read more
Report
Blog 2 months ago
What Is the SAM Market and How to Calculate Your Serviceable Addressable Market Effectively?
Knowing how large a market opportunity truly is separates credible business plans from wishful thinking. The SAM market, or serviceable addressable market (SAM), is the metric that anchors revenue projections, investor conversations, and go-to-market deci
Read more
Report
Blog 2 months ago
What Are the Best Customer Management Tools in 2026? Your Complete CRM Software Guide
Customer management tools in 2026 are cloud-based platforms that centralise contact management, customer interactions, and workflows across sales, marketing, and service teams. These customer relationship management systems go well beyond address books; t
Read more
Report
Press release 2 months ago
What Is the Primary Goal of Customer Relationship Management?
Answering the main question: What is the goal of customer relationship management? The primary goal of customer relationship management is to build
Read more
Report
Blog 2 months ago
What Is Sovereign Cloud for Financial Services and Why Is It Essential?
Sovereign cloud for financial services is a specialized cloud computing environment designed to meet the strict regulatory, security, and operational requirements of the financial industry. A sovereign cloud provides control over data residency and access
Read more
Report
Blog 2 months ago
Liveness Detection: The Complete Guide to Preventing Biometric Fraud in 2026
Secure Your Digital Identity Verification with AI-Powered Live Person Detection Liveness detection confirms that a real person is physically present during biometric verification, not a photograph, a replayed video, or a synthetic identity generated by AI
Read more
Report
Blog 2 months ago
CRS 2.0 - FATCA Reporting Requirements: A Practical Guide for Financial Institutions
Key Takeaways CRS 2.0 takes effect on 1 January 2026 for most participating jurisdictions, with the first annual report filings under the amended common reporting standard generally due in 2027. The scope of reportable financial accounts now explicitly co
Read more
Report
Show more news