equisoft
Equisoft is a global provider of digital solutions for insurance and investment organizations, offering comprehensive SaaS platforms for policy administration, wealth management, and financial planning, serving over 250 leading financial institutions worldwide.
Company facts
- Founded
- 1994
- Headquarters
- Canada
- CEO
- Luis Romero
About
Equisoft is a global fintech provider founded in 1994 by Luis Romero, headquartered in Montreal, Canada, with operations spanning 16 countries across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia. The company has grown into a leading technology partner for insurance and wealth management organizations, offering a comprehensive ecosystem of digital solutions that address the complex challenges of digital transformation in the financial services industry. With a workforce of approximately 950 employees and a client base that includes over 250 of the world's leading financial institutions, Equisoft delivers end-to-end solutions covering the entire value chain of insurance and investment operations. Their portfolio includes policy administration systems, agency management platforms, quotes and illustrations tools, financial planning software, CRM solutions for advisors, and AI-powered enhancement suites. The company operates on a business-first, technology-driven approach, combining deep industry expertise with cutting-edge innovations to help carriers, distributors, and advisors modernize their operations and deliver superior customer experiences.