OverviewSuggest Edit

    InvestGlass is a fintech that provides an integrated wealth advisor platform. It develops an automation solution that combines a CRM, content management system, KYC, PMS, and artificial intelligence. The company aims to build an open and comprehensive solution for bankers, family officers, and asset managers.

    Latest Updates

    Employees (est.) (Oct 2019)7

    InvestGlass Financials and Metrics

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    Founding Date


    InvestGlass latest funding size

    $100 k
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    InvestGlass Online and Social Media Presence

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    InvestGlass Frequently Asked Questions

    • When was InvestGlass founded?

      InvestGlass was founded in 2014.

    • How many employees does InvestGlass have?

      InvestGlass has 7 employees.

    • Who are InvestGlass competitors?

      Competitors of InvestGlass include Robin, Dunforce and CRX Markets.