Company Information

Get to know InvestGlass

Founded in 2014 and headquartered in Geneva, Switzerland, InvestGlass is a financial technology company that has developed a comprehensive, cloud-based platform for banks, wealth managers, and asset managers. Their mission is to provide an all-in-one solution that automates sales processes, streamlines client onboarding and KYC procedures, and enhances client relationship management (CRM) through a sophisticated portfolio management system (PMS) and a customizable client portal. The platform is designed to be a flexible and powerful tool for financial professionals to manage the entire client lifecycle efficiently.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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InvestGlass

Switzerland

Founded in

Mar 2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.