Montréal, Québec, September 11, 2018 —Through its Lab initiative, Croesus is proud to announce the launch of a project in partnership with the CRIM and the École de technologie supérieure (ÉTS). This project aims to facilitate the processing and analysis of portfolio data in order to automate the production of a historical summary. Croesus will…
DetailsMontréal, Québec, September 10, 2018 – Croesus has embarked on a partnership with Polyfinances, an exclusive training program that is part of Polytechnique Montréal. In addition to providing financial support to Polyfinances, Croesus will offer mentoring to the Polyfinances development team. As a well-established Fintech, the company is able to provide technical and business coaching…
DetailsMontréal, Québec, September 5, 2018 – For the third year running, the Assistants Conference will take place in Montréal and Toronto and for the very first time, in Vancouver. Designed exclusively for assistants from the wealth management industry, the event will take place on November 27, 2018, at the Pan Pacific Vancouver, on December 5,…
DetailsMontréal, Québec, August 28, 2018 – As a result of Croesus’s sustained efforts since its foundation in 1987, 55% of assets under management in the Canadian wealth management industry are now managed through its platform*. This achievement, heralded within the fintech, demonstrates the company’s experienced leadership in the Canadian industry. Croesus currently serves over 14,000 users.…
DetailsMontréal, Québec, May 17, 2018 – Croesus today introduces Croesus Lab, an initiative that encourages technological innovation within the company. This initiative is in line with Croesus’ desire to push the boundaries of its current solutions and to constantly add new service offerings. The Lab will allow teams to explore cutting-edge technologies and to better…
DetailsMontréal, Québec, April 13, 2018 – For a third consecutive year, Croesus is named one of Canada’s best small and medium employers (SMEs) as part of the Canada’s Top Small & Medium Employers competition organized by Mediacorp Canada Inc. This competition highlights the efforts of SMEs to offer their employees exceptional workplaces and to establish…
DetailsMontréal, Québec, March 8, 2018 – Selected since 2014, Croesus is now one of the Gold Standard Winners in the 2018 ranking of Canada’s Best Managed Companies contest. This prestigious competition recognizes the outstanding efforts of the winning companies to adopt industry-leading management practices and add value in innovative ways. Committed to providing unparalleled service…
DetailsMontréal, Québec, February 12, 2018 – After a successful first season, the Croesus Fintour is proud to announce the launch of its second season. The Fintour will once again provide members with an unforgettable cycling experience in Montréal and Toronto. Members will be exclusively from the financial services industry and the fintech community including executives,…
DetailsMontreal, Quebec, February 9, 2018 – Croesus is named among Canada’s Top Employers for Young People in a competition run by Mediacorp Canada Inc. The competition aims to highlight organizations who provide young people starting their careers with an exceptional workplace where they can grow and develop their skills. The numerous recruitment and retention initiatives…
DetailsMontréal, Québec, February 1, 2018 – For the second consecutive year, Croesus has been selected as one of Montreal’s Top Employers for 2018 as part of Canada’s Top 100 Employers competition organized by Mediacorp Canada Inc. First published in 2006, Montréal’s Top Employers is an annual competition which recognizes the employers in Greater Montréal that…
DetailsMontreal (Quebec), December 11, 2017—Croesus is proud of the success of the second edition of the Assistants Conference, an event designed exclusively for wealth management assistants. The event took place at the Toronto Board of Trade on December 5, 2017, and then in Montreal, at the Sofitel Le carré doré hotel on December 7, 2017.…
DetailsMontréal, 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…
DetailsMontréal, Quebec, October 24, 2017 – For the fourth consecutive year, Les Affaires has ranked Croesus among the 300 most important small and medium-sized enterprises (SMEs) in Quebec. For 20 years, Les Affaires, an influential Quebec media outlet, has ranked the leading SMEs in order to highlight companies that have a track record of growth…
DetailsMontreal, October 5, 2017 – Croesus is taking part in the fifth edition of the FinTech Forum at the Palais des congrès de Montréal on October 10 and 11, 2017. This year’s event will focus on the theme of Artificial Intelligence in Financial Services. Organized by Finance Montréal, this event’s objective is to identify and…
DetailsMontreal (Quebec), September 26, 2017—Croesus announces the official launch of the second edition of the Assistants Conference, an event designed exclusively for wealth management assistants. The event will take place at the Toronto Board of Trade on December 5, 2017, and then in Montreal, at the Sofitel Le carré doré hotel on December 7, 2017.…
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