CitizenX vs SoftLedger

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.

SoftLedger

Accounting

SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.

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)

11-50

–

2016

Owned by management
External investors

United States of America

–

United States of America
United Kingdom
Hong Kong
Australia
Singapore

Client

Focus

Individual wealth owners

Secondary focus

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

Single family offices

Multi-family offices
Exchange platforms
Software and technology providers

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Accounting
Consolidated Reporting
Data
Institutional Investor
Data Aggregation
Portfolio Management
API
OEM software and licensing

Ability to Whitelabel
Full Multi-Currency Support
Custom Reports
Custom Development Service
Banking Providers
Transparency
Proven Agility

Alternatives

Yes

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

SAAS

Auth0
Plaid
Vezgo
Postmark
Expensify

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