InvestGlass CRM Pricing in 2026
Every plan InvestGlass CRM publishes, with the page and date we read it from. Prices we could not find on InvestGlass CRM's own site are left blank, never guessed.
| Plan | Price | Billing | Limits | Source |
|---|---|---|---|---|
| Starter | $100 per month | Billed monthly · CHF 100 base | per user · CRM lead and contact management · unlimited automations · unlimited records | investglass.com |
| Standard | $300 per month | Billed monthly · CHF 300 base | per user · includes Starter · AI powered Pipelines · digital onboarding · FATCA/CRS & AML tools · e-signatures | investglass.com |
| Enterprise | CHF 500 per month | Billed monthly · CHF 500 base | per user · includes Standard · client portal · on-premise hosting option · portfolio management | investglass.com |
| Ultimate | Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team | investglass.com |