← Embedded Finance Index 2026

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
2023-01
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
2 layers disclosed in Investglass’s embedded-finance stack
Lending
BNPL workflow orchestration (platform capability, not direct lending)
KYC
in the full report
Accounting gap: none
1 more provider across 1 layer, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.