CitizenX vs Ethic

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.

Ethic

Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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)

50-100

< $50 million

2015

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

United States of America

New York City

–

As of July 2022: $2 billion

–

Client

Focus

Individual wealth owners

Secondary focus

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

Investment & Financial Advisors (RIA / IFAs)

Individual wealth owners
Single family offices
Multi-family offices

109 RIAs
12 single family offices
7 multi-family offices
6 institutional consultants

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training

Sustainability research and resources
Sustainability diagnostic on existing assets
Tax optimisation and harvesting

Bankable or Financial Assets & Funds

Yes

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

SaaS

–

Java

Software integrations can be discussed on a case-by-case basis.

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