About us
Pioneers in a world of innovation
Our foundations
Croesus is a WealthTech offering performant, robust, and secure wealth management solutions. With over 250 employees in Montréal, Toronto, and Geneva, the company draws on expertise and know-how to provide state-of-the-art solutions tailored to the needs of the financial industry.
Committed to delivering an incomparable client experience, Croesus listens and learns as it engages in dialogue with its clients to develop innovative, flexible, and secure solutions. Our portfolio management solutions maximize day-to-day efficiency and help professionals make informed decisions.
Our Vision
Simplify and humanize wealth management.
Our Mission
Market performant wealth management solutions informed by the Croesus experience, emphasizing strong social and environmental commitment.
Our numbers
20,000
users
$2.3 T
of assets managed by our solutions
100+
clients
Awards and recognition
Affiliations and associations
Proven industry leadership
Financial institutions benefit from Croesus’ proven expertise and forward-looking innovations, helping them anticipate change, stay ahead of client expectations, and shape the future of wealth management.
The Croesus advantage
Our secure, scalable solutions help you save time, reduce operational complexity, and thrive in a rapidly evolving financial landscape.
Purpose-built
Deliver portfolio management tailored to your firm, your clients, and your regulatory landscape.
Productivity
Save valuable time by automating tedious tasks and integrating your solutions.
Flexibility
Personalize your solutions from the institutional level down to each user and investor.
Security
Protect your confidential data with secure solutions, infrastructures, and processes.
Reliability
Count on solutions designed to withstand extreme market volatility.
Robustness
Benefit from proven solutions that meet the most demanding requirements of financial institutions.
