CitizenX vs Aleta
You are looking for alternatives to CitizenX. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CitizenX
Category
Advisors
CitizenX is the only secure and private platform to invest and get citizenship in countries welcoming families offices and entrepreneurs. By combining Swiss engineering with 24/7 Concierge service, we help you diversify your passport portfolio and secure a safe future for you and your loved ones.
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Aleta
Category
Consolidated Reporting
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.
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Employees
- 0-10
Founded
- 2023
Locations
- Zug
Top 5 Markets
- United States of America,
- United Kingdom,
- United Arab Emirates,
- Canada,
- Singapore
Ownership
- Owned by management,
- Key staff also have ownership,
- External investors (neither clients nor staff)
- 11-50
- 2006
- US and Denmark
- New York
- Copenhagen
- Aarhus
- United States of America
- Denmark
- United Kingdom
- Singapore
- Canada
- $100 billion+
- Owned by management
- Clients are also owners
Client
Focus
- Individual wealth owners
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
- Single family offices
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
Product
Main Tasks
- Advisors
- Compliance
- Investment platform
Top features
- Transparency
- Visionary Purpose
Assets supported
- Alternatives
Whitelabel
- No
- Consolidated Reporting
- Portfolio Management
- Risk Management
- Impact & ESG
- Data Aggregation
- Governance
- Compliance
- Financial Statements
- A sleek and intuitive platform
- Business-Intelligence module with dynamic visualisations
- Performance reporting
- X-ray of public funds
- Sustainability insights
- Alternative investments overview
- Comparable Private-Equity overview
- Risk and exposure reporting
- Fee controlling and reporting
- Bank integrations
- Fully enabled API for export and import
- Bankable or Financial Assets & Funds
- Derivatives
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- Digital Assets & Crypto Currency
- MiFID II
- GDPR
- SOC 2
- SFDR
- Yes
Technology
Type Of Software
- Serviced software
Integrations
Not applicable
Mobile App
- No
- SAAS
- Serviced software
- Microsoft
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
- Excel
- API
- Yes