04 May Croesus, among the 100 best WealthTechs in the world for a 2nd consecutive year
Montréal, Québec, May 4, 2021 – Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more than 30 years, FinTech has offered a full range of tools to investment professionals.
This annual list brings together the 100 most innovative WealthTechs in the world according to a panel of experts and analysts from the FinTech industry. It represents companies that leaders in wealth and asset management, private banking and financial advisory can rely on when developing new strategies for their clients.
“Through its forward-thinking initiatives, its customer-centric approach and its deep expertise in the industry, Croesus has shown it has what it takes to be a global leader. One of our strengths which sets us apart from the rest of the industry is the incredible contribution and motivation of all of our teams. », stated Sylvain Simpson, president of Croesus.
During the selection process, the advisory committee and the Fintech Global team based their decision on the following criteria:
- Industry significance of the problem being solved
- Growth in terms of capital raised, revenue, customer traction
- Innovation of technology solution
- Potential cost savings, efficiency improvement, impact on the value chain and/or revenue enhancements generated for clients
- The importance for executives in asset management, private banking and financial advisory to know the company
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product vendor, as well as an employer of choice. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.
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