Value proposition

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

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize 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 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Software-as-a-Service, Modeling & Rebalancing, Performance Calculations, Asset Management, Reporting, Web Services / API, Wealth Management Platform, Potfolio Management Systems, WealthTech, Wealth Management Systems, Portfolio Rebalancing Systems, WealthTech, and FinTech