Montréal, Quebec, November 1st, 2017 – Croesus, leading provider of wealth management solutions is proud to announce that the company has reached $ 1 trillion in client assets via its platform.
In addition to offering a powerful wealth management software (Croesus Advisor), Croesus also offers business intelligence solutions (Croesus Data Analytics) as well as integration tools that enhance users’ digital experience. To date, more than 3.3 billion transactions have been processed through the software.
Founded in 1987, the company has continued to grow and innovate. Recently Croesus has established operations in the United States, and it aims to expand its activities into Western Canada while continuing to develop the US market. Today, more than 10,000 users use Croesus. Among its clients, Croesus counts major financial institutions such as CIBC, TD Wealth Management, Desjardins Securities, National Bank Financial, Laurentian Bank, Raymond James, Industrial Alliance Securities and many others.
Similar to its founder, Remy Therrien, Croesus is an innovative and intrepid fintech. It is with an entrepreneurial spirit and great determination that Mr.Therrien founded Croesus and it is with passion and commitment that Sylvain Simpson took over at the help more than a year ago.
“We would like to thank our employees for their efforts as well as our customers and partners for their trust in Croesus. Today, we celebrate the results of these efforts. After 30 years in business, we are proud of this great achievement that positions us for the future,” said Sylvain Simpson, President of Croesus.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 10,000 investment professionals use Croesus solutions to manage over $ 1 trillion in 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 and is recognized as one of the “Best Managed Companies”, “Remarkable Employer—Ethnocultural Diversity”, “Canada’s Top Small & Medium Employers”, Canada’s Top Employers for Young People, and one of the “top 300 most important companies in Quebec”. Croesus’s offices are located in Montreal, Toronto and San Diego.
Senior Marketing Manager
Canada: (855) 243-6101 ext. 197
US: (888) 769-0016 ext. 197