CitizenX vs Etops
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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Etops
Category
Consolidated Reporting
Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.
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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)
- 50-100
-
- 2010
- Owned by management
- External investors
- Switzerland
- Altendorf
- Zurich
- Bratislava
- Lviv
- Germany
- Liechtenstein
- Luxembourg
- Switzerland
- France
- $68 billion
-
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
- Independent advisors
- Fund managers
- Banks
- 70+
Product
Main Tasks
- Advisors
- Compliance
- Investment platform
Top features
- Transparency
- Visionary Purpose
Assets supported
- Alternatives
Whitelabel
- No
- Consolidated Reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (orders only)
- Data aggregation
- Risk management
- Impact/ESG reporting
- Consolidated reporting
- Regulatory compliance
- Comprehensive portfolio analytics
- Risk management
- Private equity & non-bankable reporting
- Sustainability analytics & ESG reporting
- Interactive dashboards
- Attractive mobile apps
- Workflow management
- Ecosystem with intelligent marketplace
- Compliance (MiFID II, GDPR, UCITS, AIFMD)
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
-
- Yes
Technology
Type Of Software
- Serviced software
Integrations
Not applicable
Mobile App
- No
- Serviced software
- SAAS
- Fully standalone
- Encryption
- Hosting in secure IT centers
- Access control
- 2-factor-authentication
- Anonymization
- User rights management
- Microsoft
-
- Yes (iOS & Android)