InvestGlass

Investor portal and CRM platform with a real estate investor portal offering

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Pricing
Subscription

Site references a free-tier ('Get Started Free') and a pricing page, but specific plan costs were not accessible during this research pass (site returned 403 to automated fetch).

Asset classes
All
Built for
Fund Managers Sponsors Syndicators

Status notes

Could not fully verify current site content — investglass.com returned HTTP 403 to automated fetch during this research pass; confirm live before publishing.

Who it's actually for

InvestGlass is a Swiss CRM/client-portal/portfolio-management platform aimed broadly at financial services (wealth management, banking) that also markets a real estate investor portal module for tracking deals and investor relations. It's a horizontal CRM adapted to real estate, not a purpose-built CRE deal or underwriting tool, and its on-premise/Swiss-cloud positioning targets compliance-sensitive sponsors/fund managers over typical US SaaS buyers.

Profile last verified 2026-08-23. Work at InvestGlass? Correct or claim this listing — listing is free and no vendor can pay for placement.

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