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...
Montréal, Québec, Canada – February 15, 2023. Croesus announces the renewal of its long-term partnership with Laurentian Bank of Canada (the “Bank”). As Canada’s leading WealthTech solution provider, Croesus will continue...
Montréal, Québec, Canada – November 22, 2022 Annie Sinigagliese, Vice-President, Chief Product Officer at Croesus was named a 2022 5-Star Leading Woman in Wealth by Wealth Professional magazine. Croesus wishes to...
Over a hundred of financial professionals gathered at two installments of the annual wealth management technology conference, Croesus Finnovation 2022 in Toronto and Montréal....
Croesus is proud to be named a 5-Star Wealth Tech Provider by Wealth Professional Canada in four categories: Portfolio Management Software, Financial Planning System, Financial Tools or Dashboards, and Back-Office...