Equisoft
Financial Software · Canada · 501-1,000 Employees
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Overview
Headquarters
1250 Boul Rene-Levesque O Fl 33, Montrea...Phone Number
(514) 989-3141Website
www.equisoft.comRevenue
$183.8 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
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Aug
ZI Rank
4
2
2
2
2
2
About Equisoft
Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. The firm's flagship solutions include SaaS policy administration, 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 expert teams 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.Explore more
Equisoft Org Chart
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Company Profile Activity
Activity Insights
Equisoft is experiencing very low activity levels compared to other companies in the Software sector.
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Equisoft is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Equisoft.
Equisoft financials insights
Gather financial insights about Equisoft, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2018
Other Financing Round
$12M
2023
Private Equity
$125M
Equisoft Tech Stack
A closer look at the technologies used by Equisoft
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Most Recent Scoops
Event
Product Marketing, Events, Automation, Sales, Enterprise Software, Software, Field /Outside Sales, Business Insurance, Digital Transformation, Field Marketing, Finance, Risk
Event
Product Marketing, Events, Automation, Sales, Enterprise Software, Software, Field /Outside Sales, Business Insurance, Digital Transformation, Field Marketing, Finance, Risk
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Open Position
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Equisoft News & Media
Equisoft appoints Bob Thrall as Chief Sales Officer
A seasoned insurance technology sales leader with three decades of experience in the financial services industry, Thrall joins Equisoft to accelerate growth and support its AI-focused innovation. MONTREAL, Sept. 2, 2026 /CNW/ -- Equisoft, a leading global digital solutions provider to the...Equisoft and Continuum Launch Integration to Bring AI Meeting Intelligence to Equisoft/connect Users
Joint integration lets advisors using Equisoft/connect push meeting notes and tasks into their CRM automatically, and ask their CRM questions with natural language, all through Continuum’s desktop app Equisoft, a leading global digital solutions provider to the financial services industry, and Continuum, the AI-powered client intelligence platform for Canadian advisors, announced an integration that connects […]ClearView successfully implements Equisoft's cloud-based policy administration system
The implementation of Equisoft/manage policy admin system consolidates ClearView's in-force portfolios onto a single modern platform, eliminating legacy system complexity and positioning the insurer for enhanced digital capabilities and growth. SYDNEY, Feb. 25, 2026 /PRNewswire/ -- Equisoft, a leading global digital solutions provider to the financial services industry, is pleased to announce that ClearView Wealth Limited (ASX: CVW) has successfully completed the go-live of its in-force life ins
Read more news
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Frequently Asked Questions Regarding Equisoft
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Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. The firm's flagship solutions include SaaS policy administration, CRM, financial needs... Read More
