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.

Founded in

Canada