Major Clients:
Confidential
Revenue:
$10 million - $50 million
Year Founded:
1987
Pricing:
H
Fulltime Employees:
100 - 250
Active Clients:
79
Client Retention Rate:
87%
Social:

Major Clients:
Confidential
Year Founded:
1987
Fulltime Employees:
100 - 250
Active Clients:
79
Client Retention Rate:
87%
Revenue:
$10 million - $50 million
Pricing:
H
Secondary Services:
Social:

About - Croesus Finansoft, Inc.

Jonathan Gagnon, Senior Team Leader and Architect

550 West Vista Way, Suite 301 | Vista, California, 92083

Since 1987, 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 client assets. Croesus works with its clients as partners, and the companys goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.