57
51
Growth Score
2 pts
Heat Score
7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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223099
Croesus has been providing sophisticated wealth management solutions
- Annie Sinigagliese: Vice President and Chief Product OfficerPast Role: Investment Industry Association of Canada, Managing Director, Government Relations
- Marc Riel: Client Relationship ManagerPast Role: OPES Software, VP Financial Solutions
About the Company
Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over $1 trillion in assets.
