Portfolio management and rebalancing software for wealth managers
Croesus builds portfolio management, rebalancing and reporting software for wealth management firms. Its stack pairs a legacy Sybase and C#/.NET core with a modern Databricks, Spark, Delta Lake and Unity Catalog data layer plus LangChain and RAG, pointing to an AI-enabled platform rebuild. Hiring is accelerating and skews senior and lead-level in engineering and data, with database scalability and cloud governance as recurring themes.
Notable leadership hires: Technical Lead, Marketing Director, Software Development Lead, Tech Lead
Croesus is a privately held wealth management technology company headquartered in Laval, Québec, founded in 1987. It provides portfolio management systems, portfolio rebalancing tools, AI-based video reporting and APIs for wealth management professionals. The company employs 201–500 people, with offices in Toronto, Montréal and Geneva. Its products are built on C#, .NET, TypeScript and Angular, running across AWS, Azure and GCP.
Croesus uses C#, .NET, TypeScript, Angular and Python, with Databricks, Apache Spark, Airflow and Delta Lake for data, Sybase, PostgreSQL and MySQL databases, and AWS, Azure, GCP, Docker and Kubernetes for infrastructure.
Yes. Hiring is accelerating in Canada and is led by engineering and data, mostly at senior and lead levels, including Technical Lead and Software Development Lead roles.
Current initiatives include Unity Catalog configuration, a backup and disaster recovery strategy, product AI tooling, a cloud center of excellence, AWS governance and an AI-powered software development lifecycle.
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Croesus's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.