Croesus, among the 100 best WealthTechs in the world

Croesus, among the 100 best WealthTechs in the world

Montréal, Québec, April 28, 2020 – Croesus has carved out its place among the 100 most innovatives WealthTechs in the world as part of the WealthTech100 annual contest organized by Fintech Global. Since 1987, the FinTech has been offering a full range of tools for investment professionals ranging from portfolio management to data analytics as well as advanced models and rebalancing capabilities.

This annual list highlights the 100 most innovative WealthTechs on the globe according to a panel of experts and analysts from the financial technology industry. This ranking represents companies that leaders from wealth and asset management, private banking and financial advisory firms can trust when planning their digital transformation strategies and developing new customer proposals.

“Through our forward-thinking initiatives, our customer-centric approach and our broad industry expertise, Croesus has everything it takes to be a worldwide leader. But what really makes a huge difference in the success of our FinTech is the incredible contribution and motivation of all of our teams, ” affirmed 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

For more information about the Wealthtech100 competition and its selection process, click here.

About Croesus
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.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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