Citizen Mint Advisor Guide

A short overview for advisors evaluating Citizen Mint as their private markets partner.

What's inside

This guide is a concise introduction to how Citizen Mint works with wealth advisors, family offices, and foundations. It outlines the challenges advisors often face in accessing private markets and how the platform is designed to address them, from sourcing and due diligence through client reporting.

It is intended for advisors evaluating a private markets partner who want a quick view of the model, the offering set, and the day-to-day workflow before a deeper conversation.

Inside, you will find:

• An overview of Citizen Mint's sourcing and due diligence capabilities, plus its educational resources for advisors and clients
• Why advisors are adding alternatives, including results from a Mercer survey (550 responses) on how access to private investments can help an advisory business
• The historical barriers to private markets for high-net-worth individuals and smaller institutions, such as limited manager access, lack of transparency, and tax-inefficient investing
• How Citizen Mint curates a focused set of 4 to 6 thoroughly diligenced offerings across infrastructure, private credit, real assets, and private equity
• Why the platform accepts no fund manager compensation, and how that independence keeps its incentives aligned with advisors rather than product providers
• How offerings are approved on Schwab and Fidelity and integrate with major performance-reporting systems
• A side-by-side comparison with other private markets platforms on conflicts of interest, offering set, minimums, focus areas, and reporting
• The workflow from creating a client account to executing subscription documents to receiving quarterly performance reports

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