Croesus named among the Top 25 WealthTech Providers for 2024

Croesus named among the Top 25 WealthTech Providers for 2024

Montréal, Québec, Canada – April 29, 2024

Croesus was named one of the Top 25 WealthTech Providers for 2024 by Wealth Professional Canada magazine. This award confirms Croesus’s place among the leading WealthTech providers in Canada and internationally.

“To be included among the Top 25 WealthTech Providers once again proves that Croesus’s products and services stand out for their quality and relevance, which is consistent with the company’s philosophy of streamlining and humanizing wealth management,” said Luc Larose, Vice-President of Client Experience at Croesus.

To better serve its clients, Croesus adapts to evolving trends in digitalization and sustainable investing to provide an unparalleled experience.

The Wealth Professional team objectively evaluated each submission based on detailed information, true innovation, and proven success – as well as benchmarking against other submissions – to determine the Top 25 WealthTech Providers.

About Croesus
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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