Empowering
Investment
Professionals

Portfolio Management & CRM Solutions

Developed in Canada Since 1987

A Trusted Partner

$500 B

Client Assets

9,000

Happy Users

5.25 M

Accounts

Serving Investment Firms in North America

 

Full Service Brokerage
Online Brokerage
Portfolio Management
Financial Planning
Independent Broker Dealers
RIAs

Portfolio Management & CRM Solutions

Web_diagramme_croesus_EN
webcroesus_ipadadvisorscreen_EN

Croesus Mobile:

For Everyone

ios7-android

Croesus offers investment professionals highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Located throughout North America, Croesus clients manage $500 B in total assets under management.

Founded in 1987 | Over 100 employees

Offices in Montreal, Toronto & San Diego

Learn more about Croesus