CitizenX vs Private Wealth Systems

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.
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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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Category

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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Company
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)

Client
Focus

  • Individual wealth owners

Secondary focus

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

Product
Main Tasks

  • Advisors
  • Compliance
  • Investment platform

Top features

  • Transparency
  • Visionary Purpose

Assets supported

  • Alternatives

Whitelabel

  • No

Technology
Type Of Software

  • Serviced software

Integrations

Not applicable

Mobile App

  • No