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....
Jun
9
News
May
5
Croesus, a Platinum Club member of Canada’s Best Managed Companies
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....
May
4
Croesus, among the 100 best WealthTechs in the world for a 2nd consecutive year
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...
Apr
6
Croesus named one of Canada’s Top Small & Medium Employers (2021)
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...
Feb
9
Croesus among Montréal’s Top Employers
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...
Jan
15
Croesus and Arbre-Évolution united for a greener future
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...
Nov
30
Croesus announces the appointment of Mr. Matthieu Cardinal as Vice-president, Business Development and Strategic Partnerships
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...
Apr
28
Croesus, among the 100 best WealthTechs in the world
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...
Mar
5
Croesus maintains its ranking among Canada’s Best Managed Companies
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...
Jan
30
Croesus among Montréal’s top employers for 2020
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...
Dec
4
Steadyhand signs with the FinTech Croesus
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,...
Dec
3
Croesus’s employees united for the cause
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...