Office address: 1250 René-Lévesque Blvd West., 32nd Floor, Montréal, Quebec, H3B 4W8
Website: www.EquiSoft.com
Year established: 1994
Company type: IT services and IT consulting
Employees: 900
Expertise: data conversion and migration, asset allocation, CRM, financial needs analysis, insurance illustrations, wealth management, insurance solutions, insurance software
Parent company: N.A.
CEO and key people: Luis Romero, Founder and CEO
Financing status: private equity-backed
EquiSoft is a global software company that provides technology solutions to the financial services industry. The company was founded in 1994 in Montréal, Canada, and now has over 900 employees in offices around the world.
EquiSoft's products and services help financial institutions automate their processes, improve their compliance, and reduce their costs.
EquiSoft was founded in 1994 by Luis Romero, also the company's CEO. Romero saw an opportunity to provide the insurance and investment industries with software solutions to help them become more efficient.
After 25 years in the business, EquiSoft has grown into a multi-million dollar company. It has offices in Canada and abroad, working with over 250 clients worldwide.
EquiSoft offers a wide range of products and services for the financial services industry, including:
EquiSoft is known for its strong culture of innovation and collaboration. The company lists its corporate values as passion, creativity, and trust – everything a software company needs in its toolbox to continue delivering results for its clients.
EquiSoft also has a strong focus on client satisfaction. The company's products and services are designed to meet the evolving needs of its customers.
Luis Romero is the visionary leader, founder and CEO of EquiSoft. He started out with software he built on three floppy disks in 1994; today, he leads an insurtech company with a revenue of $150 million.
Romero is passionate about bringing digital transformation into the wealth management and insurance industries. He is committed to providing financial institutions with the tools they need to succeed.
EquiSoft is well-positioned for future growth. The company is expanding its product offerings and is entering new markets. It's also investing in research and development to come up with new solutions for the wealth management and insurance industries.
EquiSoft continues to blaze trails in the insurtech space and beyond.
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