Croesus

Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use wealth management solutions. With over 200 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the financial services industry’s needs. In 2019, Croesus acquired softTarget, a company specialising in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering. To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure.

Have a question regarding Croesus?

Contact Croesus directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Close
Lead Generation - Service Providers

Contact the Croesus team directly for assistance or to arrange a conversation by entering your details below.

Just a few more questions...

Close
Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

Croesus Reviews

Sign in to read or leave reviews for Croesus

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Croesus.

Read Reviews