Equisoft Overview

  • Year Founded
  • 1994

Year Founded

  • Status
  • Private

  • Employees
  • 900

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

  • Investments
  • 9

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

Website
www.equisoft.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 1250 René-Lévesque Boulevard West
  • 33rd Floor
  • Montreal, Quebec H3B 4W8
  • Canada
+1 (514)
Primary Industry
IT Consulting and Outsourcing
Other Industries
Other Financial Services
Vertical(s)
SaaS, FinTech, Mobile
Corporate Office
  • 1250 René-Lévesque Boulevard West
  • 33rd Floor
  • Montreal, Quebec H3B 4W8
  • Canada
+1 (514)

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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
900 As of 2024

Toronto, Canada
 

Toronto, Canada
 
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Equisoft Competitors (6)

One of Equisoft’s 6 competitors is Nest Wealth, a Formerly VC-backed company based in Toronto, Canada.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Nest Wealth Formerly VC-backed Toronto, Canada
PureFacts Financial Solutions Private Equity-Backed Toronto, Canada
First Rate (Software Company) Corporation Arlington, TX
d1g1t Venture Capital-Backed Toronto, Canada
Wealthfront Venture Capital-Backed Palo Alto, CA
To view Equisoft’s complete competitors history, request access »

Equisoft Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Equisoft Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Equisoft Investments & Acquisitions (9)

Equisoft’s most recent deal was a Buyout/LBO with VisCalc. The deal was made on 23-Jan-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
VisCalc 23-Jan-2025 Buyout/LBO Financial Software
CompuOffice Software 31-Jan-2023 Merger/Acquisition IT Consulting and Outsourcing
Altus Consulting (Consulting Services) 05-Jul-2021 Buyout/LBO Consulting Services (B2B)
Grendel (CRM) 31-May-2019 Merger/Acquisition Financial Software
AGEman Solutions 07-Feb-2019 Merger/Acquisition Financial Software
You’re viewing 5 of 9 investments and acquisitions. Get the full list »

Equisoft Exits (1)

Equisoft’s most recent exit was on 05-Jul-2021 from Altus Consulting (Consulting Services). The exit was categorized as with 2 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Altus Consulting (Consulting Services) 05-Jul-2021 Completed
  • 2 buyers
To view Equisoft’s complete exits history, request access »

Equisoft Affiliates

Subsidiaries (3)

Name Industry Location Year Founded
CompuOffice Software Markham, Canada 1992
UCT (IT Consulting and Outsourcing) Philadelphia, PA 1992
Inovva Media Montreal, Canada

Equisoft FAQs

  • When was Equisoft founded?

    Equisoft was founded in 1994.

  • Where is Equisoft headquartered?

    Equisoft is headquartered in Montreal, Canada.

  • What is the size of Equisoft?

    Equisoft has 900 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 .

  • How much funding has Equisoft raised over time?

    Equisoft has raised $103M.

  • Who are Equisoft’s investors?

    Investissement Québec, EDC Investments, and Fondaction have invested in Equisoft.

  • Who are Equisoft’s competitors?

    Nest Wealth, PureFacts Financial Solutions, First Rate (Software Company), d1g1t, and Wealthfront are some of the 6 competitors of Equisoft.

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