Croesus, the Canadian leader in wealth management technology, is pleased to announce a renewed agreement with Richardson Wealth, a subsidiary of RF Capital Group (RCG.TO), and one of Canada’s largest...
Vancouver, B.C., Canada – October 13, 2023 Some of the most well-informed financial professionals on Canada's West Coast gathered yesterday for Croesus Finnovation 2023 in Vancouver. The annual wealth management technology...
Open banking is crucial for the success of wealth management firms since it allows them to securely access financial data through application programming interfaces (APIs), fostering innovation and improving services....
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,...
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...
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....
Montréal, Québec, Canada – March 7, 2023 Croesus announces the renewal of a long-term partnership with a second major Canadian chartered bank within a month. The leader in the wealth management...