Croesus Finansoft

Since 1987, Croesus has been providing highly sophisticated and intuitive portfolio management and CRM solutions to wealth management firms throughout North America. Currently, 9,500 investment professionals use the Croesus application to manage over $700 billion in assets. Croesus enables its clients to build trust with investors through tailored investment solutions and transparent business practices. With its 120 dedicated employees, Croesus has built a reputation on the ability to efficiently develop and implement its software, migrate large complex data successfully and provide accurate performance calculations. By continuously investing in R&D, Croesus ensures it stays ahead of its clients’ needs and provides them the technological edge they need to remain competitive. Croesus has offices in Montreal, Toronto and San Diego.