Press room

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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Jun 22

Croesus announces the appointment of Luc Larose as Vice President, Customer Experience

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...

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Jun 9

Croesus and Conquest Planning conclude a strategic partnership agreement

The deal will allow investment advisors to build state-of-the-art financial plans tailored to clients needs....

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May 5

Croesus, a Platinum Club member of Canada’s Best Managed Companies

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....

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