CitizenX vs Bill

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.
Go back to CitizenX
citizenx

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.

Read more

BILL

Category
Accounting

Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.

Read more
Company
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)


  • 500+


  • $157 million (2020)


  • 2006


  • Public company (NYSE: BILL)


  • United States of America


  • San Jose, California & Houston, Texas (USA)


  • United States of America


-


-

Client
Focus

  • Individual wealth owners

Secondary focus

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


  • Multi-family offices
  • Single-family offices
  • Independent financial advisors
  • Registered investment advisors


  • Individual wealth owners
  • Banks


  • More than 110k small and mid-sized segments
  • More than 2.5 million network members

Product
Main Tasks

  • Advisors
  • Compliance
  • Investment platform

Top features

  • Transparency
  • Visionary Purpose

Assets supported

  • Alternatives

Whitelabel

  • No


  • Accounting
  • Data aggregation
  • Consolidated reporting


  • Efficient AP/AR end-to-end workflows
  • Multiple payment options (e.g., check, ACH, wires, virtual card)
  • Advanced, customizable approval workflows
  • Automatic sync with key accounting systems
  • Intelligent virtual assistant eliminates data entry
  • Unlimited online document storage
  • Easy audit-ready trails
  • Online and mobile access
  • Robust reporting options
  • In-product live chat
  • Simple onboarding and fast setup


–


–


  • Yes

Technology
Type Of Software

  • Serviced software

Integrations

Not applicable

Mobile App

  • No


  • SaaS


  • 2-factor authentication & single-sign-on (SSO)
  • SOC 1 and SOC 2 attested
  • Encrypted using Transport Layer Security (TLS)
  • Protection against check fraud using automated Positive Pay service
  • Partners with a PCI certified vendor for credit card payments
  • More information here


–


  • General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
  • CRM: Salesforce, Proposify
  • Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
  • Document storage: Hubdoc
  • Mailing: Earth Class Mail
  • Project management: WorkflowMax
  • Tax 1099


  • iOS
  • Android