In the heart of Geneva, Switzerland, a group of ambitious individuals began to dream. They dreamt of a tool that could bring change, make the sales process more productive, more compliant, and facilitate alternative private banking. Not only did they dream, but they decided to make this dream a reality. Thus, InvestGlass was born.

At the time, the CRM landscape was dominated by giants like Salesforce and Microsoft. With their deep pockets and vast resources, these companies were formidable competitors. But the founders of InvestGlass, including Alexandre Gaillard, were not daunted. They saw a need in the market for a more specialized CRM system for the Swiss financial sector. They realized that the country’s prestigious private banking industry could be modernized with the help of technology, specifically in the areas of sales and compliance.

They also saw the potential for more inclusive financing through Fintech. The world was rapidly changing, and the finance industry was evolving. There was a growing demand for more accessibility, transparency, and inclusivity in finance.

And so, they embarked on their journey, armed with the mantra “Another private banking is possible, inclusion financing is possible thanks to Fintech.” They created InvestGlass, an AI-driven platform that aimed to automate the sales and compliance process in the Swiss financial sector.

InvestGlass was a Swiss startup that dared to challenge the status quo. Built upon the idea of inclusion financing, it was an ambitious attempt to leverage the power of technology to democratise the world of private banking.

However, it was not a smooth journey. They faced countless hurdles along the way. Yet, they persevered, determined to create an innovative product that could help banks streamline their operations and increase efficiency. They worked tirelessly, day and night, fine-tuning their platform and adding innovative features that would revolutionise the banking sector.

InvestGlass’s efforts began to pay off. Banks began to take notice of the startup and its powerful platform. They began to realise that InvestGlass could save them time and resources by automating complex processes and ensuring regulatory compliance. Moreover, it could help them provide a more personalised service to their clients, enhancing customer satisfaction and loyalty.

The entrepreneurial story of InvestGlass is a testament to the power of innovation, determination, and a belief in a dream. They dared to challenge the giants of the CRM industry, and they did so with a product that was more than just a tool – it was a vision of a more inclusive and efficient financial world.

Using their core belief as the foundation for their product, the founders of InvestGlass created a solution that redefined banking in Switzerland. They showed that with perseverance, dedication, and a well-articulated vision, even the most formidable challenges can be overcome.

Today, as we look at the remarkable journey of InvestGlass, we see the embodiment of entrepreneurial spirit – the courage to dream big, the resilience to overcome obstacles, and the determination to turn an ambitious vision into a reality. It is a story that reminds us that even in a world dominated by giants, there is always room for innovative ideas and bold entrepreneurs.

At InvestGlass, we see ourselves not just as a company, but as a family united by shared values of trust, respect, and innovation. Our culture is built on collaboration — where every team member contributes to shaping technology that truly serves our clients’ needs. The Gaillard Family runs InvestGlass operations committed to execute in the best way possible your projects. Like a family, we value long-term relationships over short-term gains, fostering an environment where integrity and reliability guide every decision. This commitment extends beyond our team to the clients and partners who trust us to protect their data and support their growth.

Rooted in Swiss sovereignty, InvestGlass stands for independence, precision, and security — the pillars of Switzerland’s global reputation. Our solutions are designed and hosted in Switzerland, ensuring the highest standards of data protection and regulatory compliance. By keeping our infrastructure and operations entirely Swiss, we preserve our autonomy and uphold our clients’ right to digital self-determination. This commitment to sovereignty is more than a technical choice; it is a declaration of our belief in transparency, neutrality, and freedom from external control. Together, the values of family and Swiss sovereignty form the foundation of InvestGlass — a trusted partner dedicated to empowering financial professionals and institutions with secure, ethical, and human-centered technology.