API/ BaaS/ BaaP

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.


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


Neuroprofiler uses deep learning algorithms and behavioral finance to assess the investor profile of Financial Advisors’ clients

Neuroprofiler is a behavioral finance game that helps Financial Advisors assess online the psychological investment profile of their clients. It stays in line with the last European financial regulations such as MiFIDII