Croesus, then and now
  • 1986

    Carol Jean, investment advisor at Lévesque Beaubien, hires 21-year-old student Rémy Therrien to create a portfolio management software.

  • 1987

    Rémy Therrien and Carol Jean incorporate their budding business and call it Unigiciel.

  • 1987

    The first version of the DOS software is launched.

  • 1989

    The first version of the software, named Croesus, is presented to investment advisors.

  • 1992

    A contract is signed with Lévesque Beaubien Geoffrion (now National Bank Financial), which becomes our first client.

  • 1993

    We open our first office in Laval. The company’s activities are migrated to a commercial space.

  • 1996

    A contract is signed with Desjardins Wealth Management Securities, which becomes a new client.

  • 1997

    The first client-server version of Croesus for Windows is launched.

  • 2000

    Version 4.5 of Croesus is launched. This is the first SaaS-model version.

  • 2001

    Our company name is changed from Unigiciel to Croesus to match our software name.

  • 2003

    SaaS hosting moves from Croesus to IBM’s data centre for greater security.

  • 2009

    Version 7 of the software, based on the new Windows Smart Client architecture on the .NET platform, is launched.

  • 2010

    A contract is signed with CIBC, which becomes the second major Canadian financial institution among our clients.

  • 2011

    Version 8 of the software is launched. This includes the Portfolio module and tax lot accounting functions.

  • 2012

    We celebrate our 25th anniversary and open our Toronto office, located in the heart of the Financial District.

  • 2013

    A contract is signed with TD Wealth, which becomes the third major Canadian financial institution among our clients.

  • 2013

    We continue to grow and acquire 600 Armand-Frappier Boulevard in Laval.

  • 2015

    Version 9 of Croesus is launched. This version includes a UMA/SMA function (unified managed account and segregated managed account).

  • 2018

    We launch the Croesus Lab, an initiative implemented to drive technological innovation.

  • 2019

    Croesus announces the acquisition of softTarget, a company specializing in portfolio rebalancing and investment compliance. softTarget’s flagship software becomes Croesus Central.

  • 2020

    Croesus is selected among the 100 most innovative WealthTech in the world.

  • 2021

    Croesus and Conquest Planning become strategic partners.

  • 2021

    Launch of Croesus Central, a next-generation portfolio rebalancing product.

  • 2024

    Croesus opens an office in Geneva.

Experience it yourself, see the difference