Croesus recognized as a WealthTech provider of excellence

Croesus recognized as a WealthTech provider of excellence

Montréal, Québec, Canada – April 11, 2023

Croesus is among the winners of the Wealth Professional Award of Excellence in partnership with Wealth Professional Canada magazine.

Once again, Croesus has stood out for the quality of its solutions despite the record number of applications for this year’s award and the caliber of nominees.

“This award is a testament to Croesus’s ability to remain at the forefront of innovation and to meet the ever-changing needs of wealth management professionals,” said Marc Riel, Vice-President, Business Development and Strategic Partnerships, North America.

For the past 9 years, the Wealth Professional Awards have recognized key players in the Canadian financial industry for their outstanding achievements, best practices, and leadership in wealth management.

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

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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