Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 10,000 investment professionals use Croesus solutions to manage over $900 billion in assets.

With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making.

Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a 2014 winner of Canada’s Best Managed Companies and has offices in Montreal, Toronto and San Diego.

The Croesus Logo

Our logo depicts the crown of King Croesus, the last ruler of ancient Lydia (560-547 BC), who is credited with issuing the first gold coins of standardized purity for general circulation. The expression ‘‘rich as Croesus’’ is still used today to refer to great wealth.

Croesus Facts

  • Founded in 1987
  • Headquartered in Montreal, Canada
  • Offices in Montreal, Toronto, San Diego
  • Over 180 employees
  • $900 billion in client assets
  • 10,000 users

Integration Partners

  • IBM
  • Broadridge
  • TD Ameritrade Institutional
  • Morningstar
  • Thomson One
  • Fundata
  • And more

Memberships & Associations

IIAC ACCVM
AQT Member
BISA

Awards & Certifications

Canada’s Best Managed Companies
300 Quebec's 2016 Most Important SMEs
Remarkable Employer – Ethnocultural Diversity
Canada's Top Small & Medium Employers
PME en lumière