LinkedIn Profile

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Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal Headcount change in past 24 months Company Name Sector Industry
private:investglass 5024239 Jun 12th, 2022 12:00AM InvestGlass 2.0K 4.00 Open Financial Services Jun 12th, 2022 03:20AM Jun 12th, 2022 03:20AM InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. Open fintech, robo-advisor, suitability, hedge fund, private equity, CRM, digital onboarding, portfolio management, automation, digital portal Open Rue de Jargonnant 2 Geneva CH 1207 InvestGlass Financials Financial Services
private:investglass 5024239 May 29th, 2019 12:00AM InvestGlass 474 5.00 Open Financial Services May 29th, 2019 01:16AM May 29th, 2019 01:16AM 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 not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. Weekly webinar - > https://register.gotowebinar.com/rt/8458121130707260162 Open financial information, fintech, robo-advisor, suitability, mifid2, ucits Open Chemin du Pré Fleuri 3, Plan les Ouates CH 1288 InvestGlass Financials Financial Services
private:investglass 5024239 Feb 17th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 17th, 2018 02:25PM Feb 17th, 2018 02:25PM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 16th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 16th, 2017 08:15AM Feb 16th, 2017 08:15AM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 15th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 15th, 2017 10:07AM Feb 15th, 2017 10:07AM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 14th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 14th, 2017 01:50PM Feb 14th, 2017 01:50PM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 13th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 13th, 2017 04:11PM Feb 13th, 2017 04:11PM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 12th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 12th, 2017 04:15AM Feb 12th, 2017 04:15AM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 11th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 11th, 2017 05:35AM Feb 11th, 2017 05:35AM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services
private:investglass 5024239 Feb 10th, 2018 12:00AM InvestGlass 337 6.00 Open Financial Services Feb 10th, 2017 06:43AM Feb 10th, 2017 06:43AM Integrated Wealth Advisor Platform. If Information is Power, InvestGlass Will Make You King. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. InvestGlass Financials Financial Services

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