InvestGlass vs Linked Helper: Complete Comparison (2026)
An in-depth comparison of InvestGlass and Linked Helper to help you choose the right tool for your business.
Last updated: November 2026
InvestGlass
5.4/10
Swiss-hosted CRM with digital onboarding, marketing campaigns and portfolio management, built mainly for banks, wealth managers, fintechs and other regulated firms.
Linked Helper
6.5/10
Desktop LinkedIn automation tool with a built-in lightweight CRM for sales reps, recruiters and agencies running connection, messaging and follow-up campaigns.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 5.4/10 | 6.5/10 |
| Analytics | 5/10 | 5/10 |
| Cost | 3/10 | 9/10 |
| Customization | 7/10 | 8/10 |
| Ease of Use | 5/10 | 4/10 |
| Integration | 5/10 | 7/10 |
| Scalability | 6/10 | 6/10 |
| Security | 8/10 | 5/10 |
| Support | 6/10 | 6/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | CHF 100/user/mo Starter | $15/user/mo Standard |
| Estimated cost for 10 users | CHF 1,000/mo Starter | Free Free Trial |
| Features | ||
| Contact Management | ||
| Integrations | ||
| Lead Management | ||
| Marketing Automation | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Collaboration | Not listed | |
| Opportunity Management | Not listed | |
InvestGlass vs Linked Helper cost by team size
| Team size | InvestGlass | Linked Helper |
|---|---|---|
| 1 user | CHF 100/moStarter | FreeFree Trial |
| 5 users | CHF 500/moStarter | FreeFree Trial |
| 10 users | CHF 1,000/moStarter | FreeFree Trial |
| 25 users | CHF 2,500/moStarter | FreeFree Trial |
| 50 users | CHF 5,000/moStarter | FreeFree Trial |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose InvestGlass
- Higher Security score (8/10 vs 5/10)
- Higher Ease of Use score (5/10 vs 4/10)
- Better fit for enterprise (7/10 vs 3/10)
- Better fit for mid-market (7/10 vs 4/10)
Why choose Linked Helper
- Has a free plan (InvestGlass does not)
- Higher Cost score (9/10 vs 3/10)
- Higher Integration score (7/10 vs 5/10)
- Better fit for freelancers (9/10 vs 2/10)
- Better fit for startups (7/10 vs 3/10)
Pros & Cons
InvestGlass
Pros
- Data is hosted in Switzerland, with an on-premise option, which suits regulated financial firms that need data sovereignty.
- KYC, AML, e-signature and digital onboarding are built in, so finance firms do not need separate onboarding tools.
- Every plan includes unlimited records and automations.
- The no-code builder lets admins adapt forms, fields, dashboards and approval workflows.
- Reviewers describe support as responsive and knowledgeable.
Cons
- Per-seat prices of CHF 100 to 500 a month are high for teams outside financial services.
- Off-the-shelf third-party integrations are limited, so unusual needs may require API work.
- Some reviewers describe the interface as dated, and documentation gaps make it harder to learn on your own.
- There are few independent reviews on G2 and Capterra, so there is little peer evidence to go on.
- Reporting is weaker for sales pipeline analytics.
Linked Helper
Pros
- Very low entry price: 8.25 USD a month per account on a 12-month term, plus volume discounts of up to 50 percent.
- Broad LinkedIn action coverage, including endorsements, group messaging, InMail and conditional follow-up sequences.
- Native sync with HubSpot, Salesforce, Pipedrive, Zoho, Close and HighLevel, plus Zapier, Make and n8n webhooks.
- No auto-renewal by default, and a 14-day Pro trial with no card required.
Cons
- Covers LinkedIn only, with no email or multichannel sequences.
- Reviewers describe the interface as outdated and cluttered, with a steep learning curve.
- The Local version runs only while your computer is on, and some users report slowness and crashes.
- Standard caps advanced actions at 20 per day, and you cannot upgrade to Pro until the current term ends.
Not sold on either?
Frequently Asked Questions
Linked Helper scores higher on our CRM criteria: 6.5/10 against 5.4/10 for InvestGlass. The largest gap is in Cost: 3/10 for InvestGlass and 9/10 for Linked Helper.
Linked Helper has a free plan; InvestGlass does not list one.
Linked Helper is the better fit for freelancers: we rate it 9/10 for them, against 2/10 for InvestGlass.
