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Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting, and application programming interfaces (APIs). These solutions empower wealth management professionals to enhance their productivity, strengthen client relationships, make informed decisions, and optimize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 250 employees in its Toronto, Montréal, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Website https://www.croesus.com
Revenue $41.3 million
Employees 271 (202 on RocketReach)
Founded 1987
Address 600 Boulevard Armand-Frappier, Laval, Quebec H7V 4B4, CA
Phone +1 617-671-0041
Fax (450) 662-3629
Technologies
Industry Wealth Management, Software Development, Information Collection & Delivery, Financial Services, Portfolio Management, Media & Internet, FinTech, Client Relationship Management (CRM), Software-as-a-Service, Order Entry, Modeling & Rebalancing, Performance Calculations, Online Portfolio, Asset Management, Mobile Applications, Reporting, Web Services / API
Web Rank 2 Million
Keywords Portfolio Management System, Wealth Management Software, Portfolio Rebalancing, Financial Planning Software, Investment Management Platform, Investment Portfolio Software, Portfolio Optimization Tools, Wealthtech Solutions, Automated Portfolio Management, Asset Management Software, Digital Wealth Management, Secure Financial Platform, High Net Worth Solutions, Financial Api Integration, Financial Technology Api, Robo Advisor Platform
Competitors Bloomberg, FIS, SS&C Technologies, FactSet, Morningstar, Temenos, Charles River Development, SimCorp, Refinitiv, an LSEG business, Standard & Poor's +45 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 54 Companies, NAICS Code 5112 Companies, NAICS Code 541 Companies, NAICS Code 511210 Companies, NAICS Code 51 Companies, NAICS Code 51121 Companies, NAICS Code 511 Companies

Croesus Questions

The Croesus annual revenue was $41.3 million in 2026.

Vincent Fraser is the President and Chief Executive Officer of Croesus.

202 people are employed at Croesus.

Croesus is based in Laval, Quebec.

The NAICS codes for Croesus are [54, 5112, 541, 511210, 51, 51121, 511].

The SIC codes for Croesus are [737, 73].

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