Company Information

Get to know Croesus

Founded in 1987, Croesus is a Canadian FinTech company and a leader in providing wealth management software solutions. The company offers a comprehensive, integrated, and secure platform for portfolio management (Croesus Advisor), customer relationship management (Croesus CRM), and application programming interfaces (APIs) designed for financial services firms, professionals, and their clients. Its mission is to provide financial professionals with cutting-edge software that enhances productivity, adds value, and strengthens client relationships.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

Contact

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Croesus

Canada

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

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Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.