CitizenX vs Asora

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

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.

Asora

Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

Employees

0-10

Founded

2023

Locations

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

–

2020

Owned by management
Key staff also have ownership

Ireland

Dublin

United Kingdom
Luxembourg
Ireland
Channel Islands (Jersey, Guernsey)

–

Client

Focus

Individual wealth owners

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices

Single family offices

Individual wealth owners
Single family offices
Multi-family offices

–

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Consolidated Reporting
Data Aggregation
Data
Governance
Portfolio Management

Digital Excellence
Ability to Whitelabel
Full Multi-Currency Support
Mobile App
Proven Agility
Visionary Purpose

Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

GDPR

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

SAAS

–

Microsoft

MS Excel
Refinitiv
Morningstar
Factset

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