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 31, 2019 – Students at Concordia’s John Molson School of Business (JMSB) will soon gain hands-on investing experience thanks to gift-in-kind of nearly $300,000 from Croesus. Through Croesus Advisor...
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...
Montréal, Québec, April 12, 2019 – For a fourth consecutive year, Croesus is listed among Canada’s top small and medium employers (SMEs). This honor solidifies the fintech’s position as part...
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...
Montréal, Québec, March 7, 2019 - Croesus, a FinTech specialized in wealth management solutions is a Gold Standard Winner in the ranking of Canada’s Best Managed Companies for a second...