Asset / Wealth Management

Croesus, leading provider of wealth management solutions reaches $1 trillion in client assets.

Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. With its 180 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision-making.


Betterment is the largest independent online financial advisor with more than $9 billion in assets under management.

Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.


LaFinBox is a new app using API that offers a full-view of your financials and assets

The app LaFinBox, created by the startup CrossQuantum (a JV between SwissLife and the Fintech Budget Insight), enables its users to get a quick full-view of their financials and their assets. Through an API, it collects the data of different types of placements in various banks and institutions


Tembusu Systems to Launch TRUST Digital Money Platform for Businesses and Governments

The goal of TRUST is not to replace other payment systems like NETS, credit cards, or even checks, but for the TRUST platform to be developed to integrate with these other systems, becoming an organic payment integrator in time to come.