CitizenX vs Black Diamond Wealth Platform
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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Black Diamond Wealth Platform
Category
Consolidated Reporting
USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.
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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)
- 500+
- $4.633 million
- 2003
- Owned by a larger corporation
- United States of America
- Jacksonville
- Florida
- New York
- San Francisco
- California
- United States of America
- $1.9 trillion
- $1.2 billion
Client
Focus
- Individual wealth owners
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
- Independent financial advisors
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- +1.800 firms
Product
Main Tasks
- Advisors
- Compliance
- Investment platform
Top features
- Transparency
- Visionary Purpose
Assets supported
- Alternatives
Whitelabel
- No
- Accounting
- Consolidated reporting
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Trading (orders only)
- Data aggregation
- User interface
- End client experience (client portal)
- Data quality/data integrity
- Exceptional service model
- Billing
- Trading/rebalancing
- Sophisticated report output
- Business intelligence
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- RCI
- SmartRIA
- Yes
Technology
Type Of Software
- Serviced software
Integrations
Not applicable
Mobile App
- No
- Serviced Software
- SaaS
- SSO & MFA (Single Sign-on and Multi-Factor Authentication)
- Encryption In-Transit and At-Rest
- Vulnerability and Penetration Testing
- Source Code Analysis
- Data Integrity Validation
- Multi-Layered Endpoint Protection
- Network Security including Web Application Firewall and Intrusion
- Detection Secure Document Vault
- Access Control (Role Based Permissions with Principle of Least-Privilege)
- Firm Configurable Security Settings
- Security Awareness Program
- Microsoft
- Linux
- More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
- – CRM: Salentica, Redtail, Salesforce
- – Trading & rebalancing: Redblack, Blaze, iRebal
- – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
- – Risk management: RCI, Hidden Levers
- – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
- – UMA/SMA: Adhesion, SMArtX
- Yes