Equisoft Overview

  • Year Founded
  • 1994

Year Founded

  • Status
  • Private

  • Employees
  • 875

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

  • Investments
  • 8

Equisoft General Information

Description

Provider of digital services intended for the life insurance industry. The company's solutions include SaaS policy administration, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, thereby enabling life insurance and wealth management sectors to tackle any challenge in this new era of digital disruption.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
IT Consulting and Outsourcing
Other Industries
Other Financial Services
Corporate Office
  • 1250 René-Lévesque Boulevard West
  • 33rd Floor
  • Montreal, Quebec H3B 4W8
  • Canada
+1 (514) 000-0000

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Equisoft Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Equisoft Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of digital services intended for the life insurance industry. The company's solutions include SaaS policy admin
IT Consulting and Outsourcing
Montreal, Canada
875 As of 2024
00000
0000000 0000 00000

000000

incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nost
00000 000000000 0000
Toronto, Canada
00 As of 0000
000.00
0000000000 0 000.00

00000

it, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim a
000000000 00000000
Arlington, TX
000 As of 0000
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Equisoft Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
PureFacts Venture Capital-Backed Toronto, Canada 00 000.00 0000000000 0 000.00
First Rate (Software Company) Corporation Arlington, TX 000
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
Nest Wealth Formerly VC-backed Toronto, Canada 00 00.000 000000&0 00.000
d1g1t Venture Capital-Backed Toronto, Canada 00 000.00 0000000000 0 000.00
You’re viewing 5 of 5 competitors. Get the full list »

Equisoft Executive Team (9)

Name Title Board Seat Contact Info
Luis Romero Founder and Chief Executive Officer
David Shively Chief Operating Officer
Jean Sabbagh Chief Revenue Officer
Olivier Lafontaine Chief Product Officer
Aurora Patrascu Vice President, Special Projects
You’re viewing 5 of 9 executive team members. Get the full list »

Equisoft Board Members (9)

Name Representing Role Since
0000000 00000 Equisoft Board Member 000 0000
000000 000000000 Equisoft Chairman of the Board 000 0000
000000 000000000 Equisoft Board Member 000 0000
00000 0000000 Equisoft Board Member 000 0000
00000 00000 Self Board Member 000 0000
You’re viewing 5 of 9 board members. Get the full list »

Equisoft Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Equisoft Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Equisoft Investments & Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
CompuOffice Software 31-Jan-2023 0000000000 IT Consulting and Outsourcing 0000 0000
Altus Consulting (Bath) 05-Jul-2021 0000000000 Consulting Services (B2B) 0000 0000
Grendel (CRM) 31-May-2019 0000000000 Financial Software 0000 0000
AGEman Solutions 07-Feb-2019 0000000000 Financial Software 0000 0000
Kronos Technologies 11-Apr-2018 Merger/Acquisition Financial Software 0000 0000
You’re viewing 5 of 8 investments and acquisitions. Get the full list »

Equisoft Subsidiaries (4)

Company Name Industry Location Founded
Altus Consulting (Bath) Consulting Services (B2B) Bath, United Kingdom 2005
CompuOffice Software IT Consulting and Outsourcing Markham, Canada 0000
UCT (IT Consulting and Outsourcing) IT Consulting and Outsourcing Philadelphia, PA 0000
Inovva Media
To view Equisoft’s complete subsidiaries history, request access »

Equisoft FAQs

  • When was Equisoft founded?

    Equisoft was founded in 1994.

  • Who is the founder of Equisoft?

    Luis Romero is the founder of Equisoft.

  • Who is the CEO of Equisoft?

    Luis Romero is the CEO of Equisoft.

  • Where is Equisoft headquartered?

    Equisoft is headquartered in Montreal, Canada.

  • What is the size of Equisoft?

    Equisoft has 875 total employees.

  • What industry is Equisoft in?

    Equisoft’s primary industry is IT Consulting and Outsourcing.

  • Is Equisoft a private or public company?

    Equisoft is a Private company.

  • What is Equisoft’s current revenue?

    The current revenue for Equisoft is 00000.

  • How much funding has Equisoft raised over time?

    Equisoft has raised $103M.

  • Who are Equisoft’s investors?

    Investissement Québec, Export Development Canada, and Fondaction have invested in Equisoft.

  • Who are Equisoft’s competitors?

    PureFacts, First Rate (Software Company), Wealthfront, Nest Wealth, and d1g1t are competitors of Equisoft.

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