Founded in 1987, Croesus is a leading WealthTech offering cutting-edge, easy to use, and highly secure wealth management solutions. A leader in the sector with over 180 employees in Montréal and Toronto, Croesus’ solutions include a portfolio management system, a centralized rebalancing product and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The solutions are designed for interconnectivity and third-party integrations to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognitions as a high-quality product supplier and a remarkable employer.
Industry
IT Services and IT Consulting
HQ Location
600 Boulevard Armand-Frappier
CA,Québec,Laval,H7V 4B4
Keywords
Portfolio ManagementSoftware-as-a-ServiceWealth ManagementOrder EntryModeling & RebalancingPerformance CalculationsAsset ManagementReportingWeb Services / APIPortfolio Rebalancing