CitizenX vs STP Investment Services

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.

STP Investment Services

Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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)

100-500

2008

Bangalore, India
Pennsylvania, USA
West Chester, USA

United States of America

Key staff have ownership,
External investors (neither clients nor staff)

Client

Focus

Individual wealth owners

Secondary focus

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

Multi-family offices

Banks,
Fund managers,
Individual wealth owners,
Investment & Financial Advisors (RIAs/IFAs),
Single-family offices

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Accounting
Consolidated Reporting
Data Aggregation
Portfolio & Cost Analysis
Portfolio Management
Intra-Family Loans
After-tax performance reporting

Ability to White-label
Custom Development Service
Custom Reports
Full Multi-Currency Support

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents Commercial
Commodities
Cryptocurrency
Developed Markets
Developing Markets
Digital Assets & Crypto Currency
Direct Private Equity
Equities
Fixed Income
Foreign Exchange
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds
Real Estate
REITS
Residential
Venture Capital
Warehousing & Industrial

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

SAAS,
Serviced software

Salesforce,
Microsoft Dynamics,
Canoe

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