CitizenX vs Nasdaq

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.

Nasdaq for Family Offices

Portfolio Management

Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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)

500+

1971

Owned by a larger corporation

United States of America

New York
Atlanta
Dallas
London
Edinburgh
Tacoma
Hong Kong
Charlottesville
Sydney

Client

Focus

Individual wealth owners

Secondary focus

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

Pensions
Foundations
Endowments
Family Offices
OCIOs
Financial Advisors
Sovereign Wealth
Funds
Superannuations
Insurers

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

1000+

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Consolidated reporting
Portfolio management
Risk management
Impact/ESG reporting

Data aggregation and management
Manager due diligence
Multi-asset class Portfolio analytics
Modelling future outcomes
Keeping shareholders informed
Focusing team resources
Centralized document management

Bankable assets
Private equity
Real estate

GPDR

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

Serviced software
SAAS

Several integrations are provided. Reach out if you are interested in learning about our integrations.

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