CROESUS

Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy to use wealth management solutions. With over 200 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering... Croesus has been a standout provider in the wealth management industry since 1987. It's no surprise then that so many brokerages and banks trust us in managing over 1.7 trillion dollars in client assets... Since 1987, Croesus has been the leader in wealth management solutions for the financial services industry.

Primary location: Québec Canada