CitizenX is a Swiss‑registered technology and concierge firm that helps clients build and manage a “passport portfolio” – a collection of citizenships obtained through investment, donation or descent. Founded in 2023 and headquartered in Zug, the company operates a digital platform backed by a 24/7 support desk.
Core offering
- Application management – The platform runs citizenship‑by‑investment (CBI), donation‑based, or descent applications on behalf of clients while advisers retain the client relationship.
- Portfolio approach – Rather than a single “Plan B” passport, CitizenX encourages diversification across multiple jurisdictions over time.
- Swiss privacy and continuous support – Clients receive around‑the‑clock concierge service under Swiss data‑protection standards.
Primary customer groups
| Audience | Role |
|---|---|
| Private clients | High‑net‑worth individuals and families seeking jurisdictional diversification and long‑term mobility for future generations. |
| Advisers & professionals | Family offices, multi‑jurisdictional tax practices, and other consultants who refer clients or use the platform to execute applications while remaining the primary relationship holder. |
| Nation‑states | Governments that want assistance designing, vetting, promoting, or processing their own citizenship or residency programs and attracting foreign direct investment from new citizens. |
Recent corporate activity
- In 2025 CitizenX acquired Plan B Passport, marking the second high‑profile acquisition in the CBI market within two years.
Relationship with IMI
CitizenX joined the International Migration Institute (IMI) as an Official Partner, citing a shared commitment to transparency and the public availability of information in the citizenship market. The partnership offers two engagement paths for IMI professionals:
- Referral model – Introduce clients to CitizenX, receive a fee, and retain full control of the client relationship; no exclusivity required.
- Back‑office execution – Keep the client relationship while CitizenX handles the application process, reducing operational overhead.
The firm’s “software‑first” model, combined with its three‑sided customer base and non‑exclusive referral terms, aims to streamline citizenship acquisition across investment, donation, and descent routes.
Source article: www.imidaily.com
