Press Room

Montréal, December 4, 2019 – Croesus, leading provider of wealth management solutions announces its collaboration with its very first mutual fund client, Steadyhand. Established over 10 years ago in Vancouver,...

Montréal, December 3, 2019 – Croesus announces the launch of a new initiative called United for the cause. This initiative allows employees to be directly involved in the annual donations...

Montréal, December 2, 2019 — The first edition of the Croesus Finnovation Conference was a resounding success. Nearly 200 wealth management professionals participated in this multi-city event. The Montréal edition...

Montréal, October 16, 2019 – Croesus will take part in the seventh edition of the Fintech Forum at the Palais des congrès de Montréal on October 22 and 23, 2019....

Montréal, Québec, September 30, 2019 – Croesus, a leading provider of portfolio management solutions, announces its first business relationship with an institutional client, Claret, a firm specialized in portfolio management...

Montréal, September 16, 2019 — Croesus, Canada’s leading wealth management solutions provider has today unveiled its alliance with weightlifter Kristel Ngarlem. This initiative is in line with a charitable project...

Montreal, July 15, 2019 — Croesus, Canada’s leading portfolio management solutions provider has today announced that it has entered into an agreement to acquire softTarget. This Montreal-based firm is specialized...

Montréal, Québec, May 14, 2019 – Croesus announces the official launch of Croesus Finnovation, a summit for the wealth management industry to be held on November 22, 2019, at the Sofitel Montréal...

Croesus is launching a Lunch and Learn series where participants will learn about the latest trends impacting financial services and what they mean for the industry and their business. This...

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