Equisoft Inc.

Equisoft Inc. is a global digital solutions provider for the financial industry, specializing in insurance and wealth management. Founded in 1994, the company's mission is to empower financial institutions and their stakeholders to achieve digital transformation, offering trusted solutions that enhance customer experiences, streamline processes, and improve efficiency. Equisoft Inc. is headquartered in Montreal, Quebec, Canada.

Equisoft provides a comprehensive ecosystem of software solutions and services. Key products include the Equisoft/manage policy administration system, Equisoft/centralize for agency management, Equisoft/connect CRM for advisors, Equisoft/plan for financial planning, Equisoft/illustrate for quotes and illustrations, and Equisoft/apply for electronic applications. The company also offers investment analysis tools, client and agent portals, and pension and investment systems. Complementary services encompass data migration and conversion, OIPA integration, and IFRS 17 compliance, serving insurers, distributors, banks, pension providers, and asset managers globally.

Led by Founder and CEO Luis Romero, Equisoft is a privately held company with approximately 900 employees. In March 2023, the company secured $125 million in equity investment to support global expansion and accelerate R&D. Recent developments include the April 2026 acquisition of VisCalc to enhance its insurance product suite and the recognition of its AI-native policy administration system, Equisoft/manage, with "Luminary" status and XCelent Awards in February 2026. As of November 2024, Equisoft had successfully completed 30 major life insurance modernization projects for 23 clients across six regions within the preceding 18 months.