About us
Pioneers in a world of innovation
Our story starts here
Founded in 1987, Croesus is a WealthTech offering easy to use, robust, and secure wealth management solutions. With over 200 employees in Montréal, Toronto, and Geneva, the company draws on expertise and know-how to provide solutions tailored to the needs of the wealth management industry.
Committed to delivering an incomparable customer experience, Croesus listens and learns as it engages in dialogue with its customers to develop innovative, flexible and secure technological solutions. Our portfolio management solutions maximize day-to-day efficiency, while our tools enable professionals to make informed decisions.
160+
clients
$1.7T
in client assets
15K
users
35+
years in business
200+
employees
3
offices
The story behind the logo
The Croesus logo represents the crown of Croesus, the last king of Lydia (560–547 BCE), who is credited with issuing the first true gold coins.
Awards and recognition
Affiliations and associations
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