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It’s all about Automation
& Blockchain hosted in Switzerland

Built for people with big dreams

2018

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Expanding our presence in Asia

Building ties with Fintech in South East Asia.

2017

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Geneva Wealthtech Awards

Best Swiss Startup prize!

2017

CRM is flexible

CRM customisable

The CRM fields are now customizable 

2016

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First clients in Asia

InvestGlass team expands client support in Asia.

2016

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The Client Portal

The tool offers the first block to facilitate portfolio exchange with investors.

2015

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New Product – Portfolio management tool

The portfolio management tool is built to connect to custodian banks. It offers reporting and tools such as strategy and model portfolio reblancing.

2015

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Our first public showcase in Geneva

We were glad to show our first POC in Geneva to wealth managers and banks.

2014

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Our First Office in Plan les Ouates with FONGIT

InvestGlass is initally incorporated in Geneva Canton in a town called Plan-les-Ouates.

Find the right advice for every customer

Find the right advice for every customer


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