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.
Asset / Wealth Management
Thanks to its partnership with Galileo Capital, SmartRand offers tailored investment advices and services to individual in South Africa
Pefin’s AI technology provides the same level of intelligent guidance as a human advisor at 1/20th of the cost
CustomerMatrix is a SaaS leader in artificial intelligence that global banks and insurance companies use to help grow revenue and deepen client relationships
Dataminr discovers high-impact events instantly and critical breaking information before it’s in the news.
Nectar Financial developed an integrated B2B platform that is designed to be simple to use, intelligent and learning.
True Wealth helps customers to invest in a globally diversified portfolio
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.
Mint’s primary service allows users to track bank, credit card, investment, and loan balances and transactions through a single user interface, as well as create budgets and set financial goals
iQuantifi is a RoboPlanner enabling institutions to provide all customers with an automated, personalized and comprehensive financial plan.
Personal capital is an online asset manager that offer a complete money management experience for their costumers
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
Nubank provides financial services in Brazil. Nubank is the leading digital finance company in Brazil.
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.
The platform delivers a full value chain of capabilities and provides tailor-made solutions for the investment industry.