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Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website.

Website https://www.equisoft.com
Revenue $183.8 million
Funding $137 million
Employees 892 (693 on RocketReach)
Founded 1994
Address 1250 Boulevard René-Lévesque Blvd. W, 32nd Floor, Montréal, Québec H3B 4W8, CA
Phone (888) 989-3141
Technologies
Industry IT Services and IT Consulting, Custom Software & Technical Consulting, Oracle Insurance Policy Administration, Software, Asset Allocation, AdminServer, Fulfillment subscription, Insurance illustratoins and eApp, Royalty management, Transactional and content management systems
Web Rank 2 Million
Keywords Financial Technology, Digital Solutions, Insurance Software, Investment Technology, Fintech Software, Wealth Management Technology, Asset Management Software, Financial Software, Digital Transformation, Insurtech Solutions, Software Solutions, Application Software, Technology Solutions, Business Applications, Data Management Solutions, Financial Services Technology, Enterprise Software, It Solutions
Competitors Oracle, Salesforce, SAP, Fiserv, Guidewire Software, Insurity, Sapiens, Majesco, Duck Creek Technologies, Flexi Software +53 more (view full list)
SIC SIC Code 7374 Companies, SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 51821 Companies, NAICS Code 5415 Companies, NAICS Code 5182 Companies, NAICS Code 51 Companies, NAICS Code 518210 Companies, NAICS Code 518 Companies, NAICS Code 541513 Companies, NAICS Code 54151 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies

Equisoft Questions

The Equisoft annual revenue was $183.8 million in 2026.

Luis Romero is the CEO of Equisoft.

693 people are employed at Equisoft.

Equisoft is based in Montréal, Québec.

The NAICS codes for Equisoft are [51821, 5415, 5182, 51, 518210, 518, 541513, 54151, 54, 541].

The SIC codes for Equisoft are [7374, 737, 73].

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