CitizenX vs Asset Vantage
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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Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.
Read moreCompany
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)
Client
Focus
- Individual wealth owners
Secondary focus
- 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
- No
Technology
Type Of Software
- Serviced software
Integrations
Not applicable
Mobile App
- No