Croesus and Conquest Planning conclude a strategic partnership agreement
The deal will allow investment advisors to build state-of-the-art financial plans tailored to clients needs....
The deal will allow investment advisors to build state-of-the-art financial plans tailored to clients needs....
Montréal, Québec, May 5, 2021 - Croesus, a leading portfolio management solutions company, has been selected as a Platinum Club member of Canada's Best Managed Companies for the first time....
Montréal, Québec, May 4, 2021 - Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more...
Montréal, Québec, April 6, 2021 – Croesus is named one of Canada’s best small and medium employers (SMEs) as part of the Canada’s Top Small & Medium Employers competition organized...
Montréal, Québec, February 9, 2021 – For a fifth consecutive year, Croesus was listed among Montréal’s Top Employers in regards of the Canada’s Top 100 Employers competition organized by Mediacorp...
Montréal, Quebec, January 15, 2021 – Croesus is proud to announce that 1,250 plants have been planted as part of its partnership with the Arbre-Évolution cooperative. Launched in July 2020, the...
Montréal, Quebec, November 30, 2020 – Croesus president Mr. Sylvain Simpson is pleased to announce the appointment of Mr. Matthieu Cardinal as Vice-president, Business Development and Strategic Partnerships. Mr. Cardinal...
Montréal, Québec, April 28, 2020 – Croesus has carved out its place among the 100 most innovatives WealthTechs in the world as part of the WealthTech100 annual contest organized by...
Montréal, Québec, March 5, 2020 – For the third consecutive year, Croesus, one of Canada’s leading FinTech’s, preserves its position among the Gold Standard Winners in the Canada’s Best Managed...
Montréal, Québec, January 30, 2020 – For a fourth consecutive year, croesus was listed among Montréal’s Top Employers in regards of the Canada’s Top 100 Employers competition organized by Mediacorp...
Montréal, December 4, 2019 – Croesus, leading provider of wealth management solutions announces its collaboration with its very first mutual fund client, Steadyhand. Established over 10 years ago in Vancouver,...
Montréal, December 3, 2019 – Croesus announces the launch of a new initiative called United for the cause. This initiative allows employees to be directly involved in the annual donations...