Croesus Finansoft

Pioneers in a world of innovation Our story starts here Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montreal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance 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. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions. Mission:?Provide innovative, reliable, and secure fintech solutions and services for wealth management professionals and their clients by enhancing the employee and partner experience and positively impacting the community.