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InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, PMS, and artificial intelligence with an open community of technological partners built for bankers, family officers, asset managers in Switzerland, Europe and Asia in times of opportunistic regulations MIFID2 and PSD2.
InvestGlass is a 24/7 financial markets platform built with Swiss banking know-how and a predictive algorithm. The company goal is to deliver smart financial information investors need at the right time and in the right format.
The company has a subscription based model
$670 K in 2015
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