Croesus Joins CBA as a Capital Circle Member

Press Room

Croesus Joins CBA as a Capital Circle Member

Montreal, Quebec, April 11, 2016 – Croesus, a leading provider of wealth management solutions, and the California Bankers Association (CBA), one of the largest state banking trade associations, have announced the addition of Croesus among the CBA Capital Circle membership.

Since 1987, Croesus has been serving financial institutions throughout North America. Currently, 9,700 investment professionals use its solutions to manage over $800 billion in assets. The company provides an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools. Croesus enables its clients to build more efficient businesses, increase return on investment and keep pace with rapidly evolving technology.

Over the years, Croesus has developed a proven track record in delivering complex technological solutions to large multinational banks. The company provides secure infrastructures, web-based hosting and maintenance representing capital and operational cost savings, predictable results and unlimited growth potential.

“We are very excited to introduce Croesus’s innovative approach to wealth management to our members,” said Julianna Graham, SVP and manager of CBA’s Strategic Partners.

“We are proud to partner with the California Bankers Association. We are looking forward to meeting CBA members and supporting them to address the changing market demands and the increasing regulatory requirements,” said Vincent Guyaux, Croesus Vice President of Sales and Marketing.

About Croesus
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 150 dedicated employees, Croesus has built a reputation on the 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 its clients 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 was a winner of Canada’s Best Managed Companies program in 2014 and requalified in 2015 to maintain its status as a Best Managed company. The company has offices in Montreal, Toronto and San Diego.

About the California Bankers Association (CBA)
Established 124 years ago, the California Bankers Association (CBA) is one of the largest state banking trade associations in the country. CBA leads the way in developing relevant legislative and educational solutions to some of California’s more pressing financial and banking issues, including financial empowerment, identity theft, financial privacy, and financial elder abuse. CBA’s membership includes the majority of California’s commercial, industrial and community banks and savings associations. For more information, visit

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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