Croesus wins the WealthTech Americas 2024 Innovative Client Solution award

Croesus wins the WealthTech Americas 2024 Innovative Client Solution award

Montréal, Québec, Canada – February 22, 2024

The prestigious panel of independent judges who evaluated the applications noted that Croesus has consistently demonstrated a solid financial technology track record and has consolidated its position as a pioneer and leader in the North American wealth management solution sector.

Croesus’s long-standing success is a testament to its reliability and innovation in delivering exceptional solutions to its clients.

“Since its very beginnings, Croesus’s mission has been to contribute to its clients’ success by offering them cutting-edge wealth management solutions that are adapted to their needs and provide best-in-class experience. By actively listening, learning, and collaborating with our clients, we are able to provide them with advanced, flexible, and secure wealth management tools. This approach allows us to be an exceptional partner and results in a sustained leadership position in the North American market,” said Marc Riel, Vice-President, Business Development and Strategic Partnerships, North America at Croesus.

WealthBriefing’s annual WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams, and individuals. The awards were designed to highlight outstanding organizations, grouped by specialty and geographic area, that the prestigious, independent judging panel felt had “demonstrated innovation and excellence during the past year.”

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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