Empowering
Investment
Professionals

Portfolio Management & CRM Solutions

Developed in Canada Since 1987

A Trusted Partner

$700 Billion Client Assets

9,500 Users

SERVING INVESTMENT FIRMS OF ALL SIZES

THROUGHOUT NORTH-AMERICA

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curseur

Portfolio Management & CRM Solutions

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Croesus Mobile:

For Everyone

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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.

Logo-couleur_EmployeuRemarquable_Diversite_Ethnoculturel_anglFounded in 1987 | Over 100 employees

Offices in Montreal, Toronto & San Diego

Learn more about Croesus