CitizenX vs Finartis
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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Finartis
Category
Consolidated Reporting
Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management along with asset allocation and risk management platform accessible through mobile and web, enabling clients to improve transparency and efficiency.
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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)
The company was founded in 1986 and was acquired by Valsoft Corporation Inc. in 2021.
Finartis has a small team of around 50 employees led by the CEO, Jean Luc Freymond.
50-100
5M+
2016
Owned by management
Switzerland
- Lausanne
- Dubai
- Singapore
- Manila
- Switzerland
- United States of America
- Singapore
- United Arab Emirates
USD 500B+
USD 2B
Client
Focus
- Individual wealth owners
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
Single family offices
- Multi family offices
- Fund managers
- Banks
31
Product
Main Tasks
- Advisors
- Compliance
- Investment platform
Top features
- Transparency
- Visionary Purpose
Assets supported
- Alternatives
Whitelabel
- No
- Accounting
- Risk Management
- Data Aggregation
- Trading (execution on platform)
- Portfolio Management
- Compliance
- CRM
- Consolidated Reporting
- Accounting
- Cash Projection
- Alternative investments
- Custodian interfaces
- Philanthropy Management
- Analytics, Risk Management
- Collateral Monitoring
- Compliance
- Consolidation
- Bankable assets
- Private equity
- Real estate
- Rare collectibles
- MiFID II
- GDPR
- UCITS
Yes
Technology
Type Of Software
- Serviced software
Integrations
Not applicable
Mobile App
- No
- SAAS
- Encrypted Data
- VPN Secured Network
- User Authentication Full audit trail of users activity
- Alerts in case of abnormal activity
- Java
- Linux
- Microsoft
- Office 365
- Bloomberg
- Factset
Yes