CitizenX vs Canopy

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.
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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.

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Canopy logo

Canopy

Category
Consolidated Reporting

New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.

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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)


  • 50-100


  • $2.5 million +


  • 2014


  • External investors (neither clients nor staff)
  • Clients are also owners
  • Key staff also have ownership
  • Owned by management


  • Singapore


  • Singapore


  • Singapore
  • Hong Kong
  • United Arab Emirates


  • $174 billion+


  • $30 million+ (per HNWI)

Client
Focus

  • Individual wealth owners

Secondary focus

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


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Banks
  • Fund managers


  • +2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs,  PBs, trustees & etc.)

Product
Main Tasks

  • Advisors
  • Compliance
  • Investment platform

Top features

  • Transparency
  • Visionary Purpose

Assets supported

  • Alternatives

Whitelabel

  • No


  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Backoffice
  • Accounting


  • Asset/account consolidation
  • Investment/portfolio data aggregation
  • Multi-bank, multi-asset class, multi-currency reporting
  • Data Visualization
  • Data Analytics / Insights
  • BPO
  • Fully customized reporting on bankable and non-bankable assets, Real Estate, Art and more
  • Insight messages via email / whatsapp to stimulate client action
  • General ledger
  • Data sovereignty where each
    client gets their own database for 24/7 write/access


  • Bankable assets (Equities, Fixed income, Funds, and Derivatives)
  • Private equity
  • Real estate
  • Rare collectibles


  • MiFID II
  • GDPR
  • FinSA/FinIA


  • Yes

Technology
Type Of Software

  • Serviced software

Integrations

Not applicable

Mobile App

  • No


  • Serviced software
  • SaaS
  • Fully standalone


  • Anonymity of personally identifiable information
  • International security standards
  • Data and database encryption
  • Ethical hackers
  • Firewall systems
  • 2fa authentication
  • Four-eyes updates and improvements
  • Restricted access
  • Staff training
  • ISO 27001 certified


-


  • Plugs into any system via APIs
  • Xero
  • Sage
  • Quickbooks
  • PowerBI
  • Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.


  • Yes