Press room

Mar 29

Keeping a focus in the ever-changing, complex wealth management space

Matthieu Cardinal, Vice-President, Business Development and Strategic Partnerships at Croesus, talks to Tom Burroughes, Group Editor at WealthBriefing....

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Mar 21

Croesus Central receives top honors at the 2022 WealthTech Americas Awards

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...

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Feb 15

Croesus still one of Montréal’s top employers in 2022

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....

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Feb 14

$15,000 donation from Croesus to staff at CISSS de Laval

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...

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Feb 14

Croesus is proud to contribute to the success of the 2022 Bourstad Challenge

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...

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Feb 3

Echelon Wealth Partners financial advisors now benefit from Croesus solutions

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...

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Feb 1

Croesus announces the appointment of Annie Sinigagliese as Vice-President, Chief Product Officer

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...

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Jan 12

How Croesus is unlocking new possibilities for UMA users

Firm's president shares how new wealthtech solution brings top-tier flexibility and automation to centralized portfolio managers...

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Nov 24

Croesus and PSTOX sign a strategic partnership to integrate Croesus Advisor with Salesforce

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...

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Nov 3

Croesus launches Croesus Central – a new automated rebalancing solution for portfolio managers

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...

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Oct 29

Croesus was named a Five-Star Wealth Tech Provider by Wealth Professional Canada

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...

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Jul 27

Croesus uses AWS to provide its cloud-based solutions

Canada’s largest WealthTech relies on Amazon Web Services, Inc. (AWS) to deploy its platform-as-a-service (PaaS) strategy....

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