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Simon Gaudette
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Work Experience
N/A
Sep 2023 - Present · 1 years and 3 months
N/A
Sep 2022 - Sep 2023 · 1 years
N/A
Jan 2022 - Apr 2022 · 3 months
Company Details
51-200 Employees
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.
Year Founded
1987
Social Media
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Industry
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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
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