Montréal, Québec, August 28, 2018 – As a result of Croesus’s sustained efforts since its foundation in 1987, 55% of assets under management in the Canadian wealth management industry are now managed through its platform*. This achievement, heralded within the fintech, demonstrates the company’s experienced leadership in the Canadian industry.
Croesus currently serves over 14,000 users. The company’s clients include large financial institutions, such as CIBC, TD Wealth, Desjardins Securities, National Bank Financial, Laurentian Bank, Raymond James, Industrial Alliance Securities, among others.
Innovation is a priority at the heart of Croesus. It’s what’s given the company great flexibility and an ability to adapt to multiple industry changes while offering its clients high-end products and services. In May 2018, Croesus launched its very own innovation lab, Croesus Lab. The endeavor has been undertaken to drive technological innovations at the company.
“We are pleased with the results achieved after years devoted to optimizing our solutions and developing our knowledge. The market counts on our expertise and our innovative solutions to manage over 1 trillion dollars of client assets, which represents over half of the Canadian wealth management market share. These are good results, but we won’t stop there. We will continue pursuing our mission across the market,” stated Sylvain Simpson, Croesus’s president.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over $1 trillion in client assets. With its 180 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 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 PME en lumière 2016 winner, a Gold Standard winner under Canada’s Best Managed Companies program, and is recognized as a Remarkable Employer —Ethnocultural Diversity, one of Canada’s Top Small & Medium Employers, Canada’s Top Employers for Young People, and the top 300 most important companies in Quebec. Croesus’s offices are located in Montréal, Toronto, and San Diego.
*2015 estimate based on client assets.
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