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EquiSoft

EquiSoft
1994 FOUNDED
PRIVATE STATUS
201-300 EMPLOYEES
Undetermined LATEST DEAL TYPE
3 FINANCING ROUNDS
6 INVESTMENTS
Description

Provider of digital solutions intended to help leverage technology to realize businesses goals. The company's innovative front-end applications and their solutions are web-based, mobile-compatible and fully customizable, enabling life insurance and wealth management sectors to tackle any challenge in this new era of digital disruption.

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
IT Consulting and Outsourcing
Other Industries
Other Financial Services
Primary Office
  • 1250 boulevard
  • René-Lévesque Ouest, 33e étage
  • Montreal, Quebec H3B 4W8
  • Canada

+1 (514) 000-0000

EquiSoft Valuation and Funding

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

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EquiSoft Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 (000) 31-May-2019 000000000000000000 Business/Productivity Software 0000 000000
000000 000000000 07-Feb-2019 000000000000000000 Financial Software 0000 000000
000000 00000000000 11-Apr-2018 000000000000000000 Database Software 0000 000000
0000000 10-Jan-2018 000000000000000000 Financial Software 0000 000000
RetireWare 01-Jan-2017 Merger/Acquisition Financial Software 0000 000000
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EquiSoft Subsidiaries (5)

Company Name Industry Location Founded
Grendel (CRM) Business/Productivity Software West Chester, PA 2004
000000 00000000000 Database Software Québec, Canada 0000
0000000 Financial Software Montreal, Canada 0000
000000 000000000 Financial Software Montreal, Canada 0000
000 Financial Software Irving, TX 0000
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EquiSoft Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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EquiSoft Executive Team (6)

Name Title Board
Seat
Contact
Info
Luis Romero Founder and Chief Executive Officer
Steeve Michaud Vice President and Chief Operating Officer
Olivier Lafontaine Chief Product Officer
José Quiroz Manager, Marketing
Aurora Patrascu Vice President, Finance
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