Matthieu Cardinal, Vice-President, Business Development and Strategic Partnerships at Croesus, talks to Tom Burroughes, Group Editor at WealthBriefing....
Croesus is proud to be a winner at the 2022 WealthTech Americas Awards presented by ClearView Financial Media. Croesus Central’s automated modeling and rebalancing solution was awarded in the WealthTech...
Montréal, Québec, Canada – February 15, 2022 For the sixth consecutive year, Croesus has been recognized as one of Montréal’s Top Employers in the eponymous competition organized by Mediacorp Canada Inc....
Laval, February 14, 2022 – Fondation Cité de la Santé, which serves all CISSS de Laval facilities, would like to thank Croesus for its generous donation. In this month of...
Montréal, Québec, Canada – February 14, 2022 Croesus is proud to participate in the success of the 35th stock market simulation competition, the 2022 Bourstad Challenge, which will take place over...
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...