Equisoft provides digital software solutions for the insurance and wealth management sectors. It offers a cloud-based suite (SaaS) with modules for financial planning, portfolio design, customer relationship management (CRM), and client portals, helping firms streamline processes and engage clients. The platform works as an integrated set of online tools that clients subscribe to and may customize with professional consulting to implement digital transformations. What sets Equisoft apart is its deep 25+ years of industry experience and a focused fintech footprint, combining end-to-end software with advisory services tailored to insurers and wealth managers. Its goal is to help clients grow revenue and improve customer interactions by digitizing and coordinating core business processes across planning, design, CRM, and client engagement.
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$138M
Headquarters
Montreal, Canada
Founded
1994
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