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Investglass

“Can a Swiss-sovereign CRM/PMS platform become the compliance and client-lifecycle operating system for regulated financial institutions globally?”

HQGeneva, Switzerland
IndustryVertical SaaS / Wealth Management & Banking CRM

The story

InvestGlass was built as a Swiss-sovereign alternative to US-hosted CRMs (Salesforce, HubSpot) targeting regulated financial institutions — banks, brokers, insurance companies, and wealth managers — who face data residency and GDPR/FINMA compliance constraints. The platform combines CRM, portfolio management, digital onboarding, and KYC/AML automation in one modular environment, positioning itself as a compliance-first operating platform. Its Swiss hosting and on-premise deployment options are core differentiators, attracting clients who cannot rely on US-cloud-hosted software. The embedded KYC partnership with Sumsub in 2023 extended its compliance infrastructure reach.

Last 12 months

2023-06

InvestGlass announced a strategic partnership with Sumsub to integrate KYC identity verification and AML compliance into its onboarding module.

2023-01

InvestGlass published guidance on building BNPL products using its platform as compliance and onboarding backbone, signaling expansion into lending workflow orchestration.

Product timeline

2021

InvestGlass launched as a Swiss sovereign CRM platform targeting banks, brokers, and wealth managers with digital onboarding and compliance automation.· pivot

2023

Strategic partnership announced with Sumsub to integrate KYC/AML identity verification directly into the InvestGlass onboarding workflow.· banking

2023

Arab Bank Switzerland selected InvestGlass for digital onboarding, validating the platform for regulated Swiss banking clients.· banking

The stack

Lending

BNPL workflow orchestration (platform capability, not direct lending)

KYC

Sumsub

Accounting gap: none