Croesus, a leader in wealth management technology, today announced the appointment of financial and technology industry executive Sanjay Kulkarni as Chief Revenue Officer (CRO)....
The launch of Croesus Vidia was featured in Advisor.ca’s October Tech Roundup. In the article, it was mentioned that "Montreal-based software company Croesus launched Croesus Vidia, an AI tool that...
Croesus is transforming client communication with Croesus Vidia, an artificial intelligence (AI)-generated video solution. Developed in collaboration with Storyline, Croesus's solution automatically converts complex market and portfolio data into short,...
Croesus, Canada's leading WealthTech provider, today announced the launch of Croesus Vidia, an innovative, AI-powered solution designed to transform client communication in the modern wealth management landscape....
Vincent Fraser, who has been at the helm of Croesus for a year and a half, is resolutely focused on the future. In this interview, he shares his vision, priorities,...
Croesus has once again been named one of Canada's top small and medium employers in 2025. This distinction underscores the Canadian WealthTech company's ongoing commitment to providing an exceptional workplace...
Croesus named among the world’s 100 most innovative WealthTech companies by Fintech Global. The prestigious distinction was awarded to the Canadian WealthTech leader in recognition of its commitment to providing...
Croesus has once again secured its place among the top WealthTech providers, earning recognition at the 2025 Wealth Professional Awards, presented by Wealth Professional Canada magazine....
Croesus announces it has been recognized as one of Montréal's Top Employers for 2025. This prestigious accolade highlights the Québec-based WealthTech company's commitment to creating an exceptional workplace and fostering...
The tariff war initiated by the Trump administration poses a significant challenge to businesses in Laval. Yet, instead of succumbing to panic, it's possible to see this as an opportunity...
Discover why tax-efficient portfolio management is crucial for investors, especially HNWIs and UHNWIs. Learn how modern portfolio managers leverage technology and tax intelligence to obtain efficient after-tax returns and navigate...
Croesus announced today the appointment of Jean Lavigueur as a new member of its Board of Directors. Mr. Lavigueur will join the current team and contribute his extensive experience in...