Croesus

Croesus offers innovative, powerful, and secure wealth management solutions.

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Industry
Software Development
Company size
276 people
Headquarters
Laval, Québec +2 more
Founded
1987
Type
Privately Held

Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting, and application programming interfaces (APIs). These solutions empower wealth management professionals to enhance their productivity, strengthen client relationships, make informed decisions, and optimize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 250 employees in its Toronto, Montréal, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

WealthTech FinTech Solutions de gestion de patrimoine Wealth management solutions Gestion de portefeuille Portfolio Management Rééquilibrage de portefeuille Portfolio rebalancing API Rapports Reporting Calcul de performance

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