The popularity of online solutions is rapidly growing among investors, and continues to do so. To remain relevant, investment advisors need to adapt and embrace the benefits that online financial...
Montreal, Quebec, Canada – August 8, 2023 This year, the annual Croesus Finnovation WealthTech conference will be held in Vancouver. Come and meet the experts from Croesus, Canada’s leading WealthTech company,...
The introduction of FinTechs in the wealth management space has brought about tremendous changes in how financial services are delivered. These new technologies have focused primarily on client wants and...
Croesus announced today the appointment of Vincent Fraser as a new member of its board of directors. Mr. Fraser brings to the table his 25 years of experience in the...
For years, most financial advisors have rightly focused on the traditionally wealthier groups of customers. A range of attractive investor segments are now emerging. With it, the target audience is...
Croesus announced today the release of a new API platform that will simplify data integration from its portfolio management system into FinTech systems and applications....
Wealth management is increasingly competitive, and client expectations are rising. To be successful, firms need to have a genuine interest in helping the people they serve. As such, financial professionals...
Croesus is among the winners of the Wealth Professional Award of Excellence in partnership with Wealth Professional Canada magazine....
Croesus has once again been recognized among the best employers in Canada’s Top Small & Medium Employers competition 2023 organized by Mediacorp Canada Inc....
Croesus is recognized as one of the world’s 100 most innovative WealthTechs by the Fintech Global media platform....
Croesus is pleased to announce the appointment of Marc Riel as Vice-President, Business Development and Strategic Partnerships, North America....
Financial advisors are responsible for helping their clients secure their financial well-being in retirement. However, recent market fluctuations and high inflation rates have made achieving this considerably harder. Wealth management...