CitizenX vs Fincite

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.

Fincite

Portfolio Management

Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.

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 million

2016

Owned by management
External investors (neither clients nor staff)

Germany

Frankfurt

Germany
United States of America
DACH
Nordics
Dutch

–

Client

Focus

Individual wealth owners

Secondary focus

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

Multi-family offices

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Custodians
Banks
Brokerages

30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Customer Onboarding
Portfolio management
Order execution

Ability to Whitelabel
Custom Development Service
Custom Reports
Digital Excellence
Full Multi-Currency Support
Mobile App
Proven Agility
Sustainability
Real-time analytics
Asset class aggregation
Client Portal

Alternatives
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

MiFID II
GDPR

Yes

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

SaaS

Microsoft
SAP
Java
Other

There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS

Yes

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