[ InvestG... Reviews ](https://www.g2.com/products/investglass/reviews) [ InvestG... Reviews ](https://www.g2.com/products/investglass/reviews) # InvestGlass Pricing Overview [Editedit](https://my.g2.com/investglass/pricings) Free Trial ## InvestGlass Pricing Key Insights Last updated on Apr 09, 2026 * * * InvestGlass offers **3 pricing editions** , starting from **CHF50** to **CHF500**. InvestGlass pricing tiers are designed to support different usage levels and team sizes. InvestGlass also offers a **free trial**. Compare the InvestGlass pricing table below to figure out the best fit for your needs. Some plans may require you to contact **InvestGlass** for **custom pricing**. * * * Starter β€” CHF50 / 1 Seat Per Month Standard β€” CHF200 / 1 Seat Per Month Enterprise β€” CHF500 / 1 Seat Per Month \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Starter CHF50.00 1 Seat Per Month Out-of-the-box customer support for small teams - CRM Lead - File storage - Opportunity Management - Account - Task - Invoice - Calendar - Copilot AI Show More Standard CHF200.00 1 Seat Per Month The simple CRM-suite hosted in Switzerland - Include Starter plus - Digital onboarding - Team Calendar - Meeting booking - Email integration - Territory management - Advanced pipeline - Copilot AI Show More Enterprise CHF500.00 1 Seat Per Month The best solution for financial professionals. - Include Complete plus - Package forms - Signature - Webservice - API - Portfolio management system - Client Portal - Automation & workflows Approval process - Robo-advisor / Mortgage forms - Copilot AI Show More Seat/month Pricing information for InvestGlass is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase InvestGlass must be conducted with the seller. Pricing information was last updated on December 24, 2024 Show More ## Top-Rated Alternatives [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5(2,948) ](https://www.g2.com/products/zoho-crm/reviews) [ ![Vendasta AI Platform](https://images.g2crowd.com/uploads/product/hd_favicon/e7d9e1faf02dca42238e56a5f4b12b54/vendasta-ai-platform.svg "Vendasta AI Platform") Vendasta AI Platform 4.5/5(540) ](https://www.g2.com/products/vendasta-ai-platform/reviews) [ ![Dock](https://images.g2crowd.com/uploads/product/hd_favicon/86dc6bf8502339b1a889f083b016c85d/dock.svg "Dock") Dock 4.6/5(481) ](https://www.g2.com/products/dock/reviews) [ View All Alternatives ](https://www.g2.com/products/investglass/competitors/alternatives) ## InvestGlass Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | Product | Price | Features | | --- | --- | --- | | ![Zoho CRM](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png)[Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Free Edition | Free | With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business. Leads, Contacts, Accounts Tasks, Events, Call log, and Notes Opportunities Advanced filters Page customization Custom list views Workflow management Standard reports Integration with Facebook, Twitter and Google+ Marketing automation Web forms and more.. | | ![Vendasta AI Platform](https://images.g2crowd.com/uploads/product/image/small_square/small_square_46bb37db89c655fc9df01021c12cbd31/vendasta.jpeg)[Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) Starter | $0.00Per Month | $0 with $99/month minimum of wholesale products and services At Signing: $99 (USD) platform fee covers your first month. Month 2+: Each $1 spent on select products = $1 off your subscription fee. For startup agencies and solopreneurs getting started Wholesale pricing for resellable Vendasta products & services 1 Team Member seat 10 Snapshot Reports / month Co-branding with Vendasta | | ![Dock](https://images.g2crowd.com/uploads/product/image/small_square/small_square_21e2e66d73d36132851bfe1e8bd5940c/dock.png)[Dock](https://www.g2.com/products/dock/reviews) Free | Free | For individuals & small teams 50 workspaces Basic integrations (Slack, Zoom, Loom, Typeform, Google, Airtable, Pandadoc, Wistia, Youtube, etc.) | Various alternatives pricing & plans Free Trial Pricing information for the above various InvestGlass alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. 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