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Croesus named among the top 25 WealthTech providers for 2024

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Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces

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by Croesus
| 19/06/2024 18:00:00

Croesus was named one of the Top 25 WealthTech Providers for 2024 by Wealth Professional Canada magazine. This award confirms Croesus’s place among the leading WealthTech providers in Canada and internationally.

“To be included among the Top 25 WealthTech Providers once again proves that Croesus’s products and services stand out for their quality and relevance, which is consistent with the company’s philosophy of streamlining and humanising wealth management,” said Luc Larose, Vice-President of Client Experience at Croesus.

To better serve its clients, Croesus adapts to evolving trends in digitalisation and sustainable investing to provide an unparalleled experience.

The Wealth Professional team objectively evaluated each submission based on detailed information, true innovation, and proven success – as well as benchmarking against other submissions – to determine the Top 25 WealthTech Providers.

Read the original article here.