Croesus

Croesus stands as a leading force in wealth management technology, empowering financial institutions to transform client experiences and optimize performance. Founded in 1987, we have evolved alongside the industry, partnering with over 1,700 clients across North America to manage over $1.7 trillion in assets.

Our Expertise

Our team of experts boasts unwavering passion and deep understanding of the wealth management landscape. We combine industry knowledge with technological innovation to deliver:

• User-friendly products: Designed with user experience in mind, our solutions prioritize accessibility and efficiency without compromising performance.
• Exceptional security: We prioritize data security and compliance, adhering to the highest industry standards.
• Custom-tailored solutions: We collaborate closely with clients to understand their unique needs and deliver tailored solutions that align seamlessly with their workflows.

Our Solutions

Croesus offers a comprehensive portfolio of innovative solutions to address every aspect of wealth management, including:

• Portfolio Management: Secure and efficient portfolio management software with advanced analytics and reporting.
• Portfolio Rebalancing: Automated tool for seamless and compliant portfolio rebalancing.
• APIs: Secure and reliable application programming interfaces for seamless data transfer and integration.

Our Commitment

Our unwavering commitment to innovation and client success drives us forward. We are dedicated to:

• Customer-centric approach: Client satisfaction is at the heart of our operations.
• Continuous improvement: We actively seek feedback and implement advancements to further enhance our products and services.
• Industry leadership: We remain at the forefront of the wealth management technology landscape, driving innovation and setting industry benchmarks.

Join Us

If you share our vision of empowering the future of wealth management, explore our career opportunities and join us in shaping the industry's landscape.