InvestGlass
PrivateLast Round
Accelerator
Aug 31, 2018
Total Funding Raised
$100,000
Company Overview
InvestGlass is a fintech company that provides a Swiss-hosted CRM, portfolio management, and sales automation platform for financial institutions.
Sector
FinTech
Verticals
Wealth Management, CRM, Compliance & Risk, Workflow Automation, Low-Code/No-Code
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestGlass Comparables
Compare InvestGlass with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Nectar Financial | 83% | |
| KeeSystem | 79% | |
| Luscent | 73% |
InvestGlass Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Aug 31, 2018 | ||||
| Seed | Mar 17, 2014 |
Key People
Founding team and executive leadership
InvestGlass Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Salesforce Accelerate | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 31, 2018
Funding round led by Salesforce Accelerate.
- Mar 17, 2014
$100K raised in Seed round.
InvestGlass Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about InvestGlass's valuation, stock price, and market status.
Is InvestGlass a public or private company?
InvestGlass is a private company.
What is the current stock price of InvestGlass?
InvestGlass is a private company with no public stock price. No recent secondary market data is available.
How much is InvestGlass worth (valuation)?
Valuation information for InvestGlass is not publicly available.
Can I buy InvestGlass stock?
InvestGlass shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was InvestGlass's last funding round?
InvestGlass's most recent funding round was Accelerator on August 31, 2018.
Who are the main investors in InvestGlass?
Key investors in InvestGlass include Salesforce Accelerate.
Will InvestGlass IPO soon?
No public IPO plans have been announced for InvestGlass.
How can I track InvestGlass secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor InvestGlass's secondary market activity and sign up for updates.