Montréal and Toronto, February 3, 2022 Croesus, the Canadian leader in software-as-a-service (SaaS) wealth management solutions for more than 20 years, is pleased to announce that Echelon Wealth Partners (Echelon) financial...
Montréal, Québec, Canada – February 1st, 2022 Croesus is pleased to announce the appointment of Annie Sinigagliese as Vice-President, Chief Product Officer. In this role, Ms. Sinigagliese will be responsible for...
Annie Sinigagliese in a CIPF podcast How is the regulatory framework in Canada addressing the rise in crypto assets? Annie Sinigagliese, Vice-President and Chief Product Officer at Croesus, and former Executive...
Firm's president shares how new wealthtech solution brings top-tier flexibility and automation to centralized portfolio managers...
Montréal, Québec, Canada – November 24, 2021 Croesus, a Canadian pioneer and leader in software-as-a-service (SaaS) wealth management solutions for nearly 20 years, is pleased to announce that it has entered...
Laval, Québec, Canada – November 3rd, 2021 Croesus, a Canadian pioneer and leader in software-as-a-service (SaaS) wealth management solutions for over 20 years, is pleased to unveil Croesus Central, a new...
Montréal, October 29, 2021 - Croesus is thrilled to announce that it has been named a Five-Star Wealth Tech Provider by Wealth Professional Canada. Wealth Professional Canada provides financial and...
Canada’s largest WealthTech relies on Amazon Web Services, Inc. (AWS) to deploy its platform-as-a-service (PaaS) strategy....
Montreal, Quebec, June 22, 2021 - Sylvain Simpson, President of Croesus, is pleased to announce the appointment of Luc Larose as Vice President, Customer Experience. Mr. Larose will be responsible...
The deal will allow investment advisors to build state-of-the-art financial plans tailored to clients needs....
Montréal, Québec, May 5, 2021 - Croesus, a leading portfolio management solutions company, has been selected as a Platinum Club member of Canada's Best Managed Companies for the first time....
Montréal, Québec, May 4, 2021 - Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more...