CitizenX vs LedgeX
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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Ledgex
Category
Portfolio Management
USA based, Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting, modelling, and beneficial owner tracking.
Read moreCompany
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)
11-50
–
2010
Privately owned
- United States of America
- Waltham, Massachusetts
–
–
$500 million – $1 billion
Client
Focus
- Individual wealth owners
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
- Single family offices
- Multi-family offices
- Complex asset owners
- 15
Product
Main Tasks
- Advisors
- Compliance
- Investment platform
Top features
- Transparency
- Visionary Purpose
Assets supported
- Alternatives
Whitelabel
- No
- Data aggregation and management for all transactions and market values
- Review and approval of transaction and market value entries
- Tax lot processing and reporting
- General ledger processing
- Financial reporting
- Beneficial owner management and reporting
- Portfolio modeling
- Cash flow modeling
- Exposure monitoring and reporting
- Performance and analytics reporting
- Entity management
- Data aggregation and management
- Data confidence index reporting
- Side by Side ABOR vs IBOR Reporting
- Beneficial ownership
- Liquidity forecasting
- Entity management
- What-if/Portfolio modeling
- Exposure reporting
- Lookthru reporting
- Public funds (partnerships, offshore funds, unitized funds, mutual funds/ETFs, etc)
- Private investments (private equity, venture capital, REITs, etc)
- Any commitment-based funds
- Marketable Securities
- Trusts
- Cash and liquid assets
- Personal assets (real estate, vehicles, artwork, etc)
–
Yes
Technology
Type Of Software
- Serviced software
Integrations
Not applicable
Mobile App
- No
SaaS
–
- Azure PaaS and IaaS
- Data feeds
- OCR integration
- CRM integration
- 3rd party general ledger systems
- Document storage solutions
- AP/Bill pay
- Data warehouse
No