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Software Development Company

Croesus

Canadian provider of portfolio management, rebalancing and reporting software for wealth management firms

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About Croesus

Croesus builds software for the wealth management industry and has served financial firms since 1987. Based in Canada, it supplies portfolio management, rebalancing, client reporting and data integration tools to advisors and institutions across North America.

What Croesus offers

  • Croesus Advisor — a configurable portfolio management system for advisors managing client assets.
  • Croesus Central — a rebalancing and personalisation engine that automates model enforcement and reduces drift across many accounts.
  • Croesus Vidia — a communication tool, powered by Storyline, that turns financial reports into personalised videos.
  • APIs and widgets — an API library letting outside systems pull data straight from Croesus products.
  • Professional services and training — implementation support, training webinars and videos.

Who it works with

Croesus serves full-service and discount brokerages, asset managers, portfolio management firms, mutual fund companies and banks. Its clients' advisors look after 8.7 million end clients.

Key facts

  • Based in: Canada
  • Founded: 1987
  • Sector: wealth management software
  • Region served: North America

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1987 (39 years) evidence sent

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