Croesus recognized as a Canadian Employer of choice
Croesus has, once again, been selected as one of Canada’s Top Small & Medium Employers for 2024....
Apr
2
News
Mar
27
Fintech Croesus Appoints Vincent Fraser as President
Croesus, the leader in wealth management solutions, has announced that seasoned manager Vincent Fraser is succeeding Sylvain Simpson as the new president of the Canadian Fintech....
Mar
19
The Wealth Mosaic talks to Romain Faraut about Croesus’ expansion into Europe
Romain Faraut shares his opinion on why, in today's market, wealth managers need access to better portfolio tools with The Wealth Mosaic....
Feb
22
Croesus wins the WealthTech Americas 2024 Innovative Client Solution award
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...
Jan
10
Croesus and Mako FinTech join forces
Croesus and Mako Financial Technologies (Mako FinTech) have partnered to integrate their respective wealth management solutions. The agreement aims to improve productivity in the day-to-day work of wealth management professionals....
Dec
21
Fintech partner up to bolster wealth management services
Richardson Wealth renews agreement with Croesus. Croesus partners with Mako Financial Technologies for KYC....
Dec
20
Canadian tech firms teaming up to bridge advisor productivity gap
Integration of onboarding platform with Canadian wealthtech leader promises 'new level of productivity and ease'....
Dec
6
Croesus and Mako Financial Technologies join forces to improve the productivity of wealth management professionals
Croesus, the Canadian leader in wealth management technology has announced a strategic partnership with Mako Financial Technologies (Mako Fintech) that will improve the productivity of wealth management professionals in their...
Nov
8
Croesus renews relationship with Richardson Wealth
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...
Oct
13
Croesus Finnovation 2023 closes
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...
Oct
10
Unlocking the benefits of Open Banking for Wealth Management
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....
Aug
8
Launch of Croesus Finnovation 2023: Turning uncertainty into opportunity
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,...