# Equisoft

> Global technology solutions for insurance and wealth management

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Montreal, Quebec, Canada |
| Founded | 1994 |
| Stage | Established |
| Employees | 501-1000 |
| Funding | Series D |

## Overview

Equisoft is a global provider of advanced digital solutions for the insurance and wealth management industries. Founded in 1994 in Montreal by Luis Romero, the company has grown from software on three floppy disks to a global insurtech leader with over 900 employees and $150 million in revenue.

Recognized as a valued partner by over 250 financial institutions in 17 countries, Equisoft offers innovative front-end applications, extensive back-office services, and unique data migration expertise. The company is Oracle's largest and most experienced partner for the OIPA (Oracle Insurance Policy Administration) platform, responsible for 80% of all OIPA integrations globally.

In 2023, Equisoft secured $125 million in funding to strengthen its position as a global tech leader.

## Products & services

### Equisoft/connect

CRM designed specifically for financial advisors in the life insurance industry.

**Key features:**

- Centralized insurance, investments, and client profiles
- Integrated email and calendar sync
- Audit\-ready compliance tracking
- Mobile app access

*Target users:* Financial Advisors, Agents

### Equisoft/plan

Financial needs analysis and planning software for advisors.

**Key features:**

- Comprehensive financial needs analysis
- Retirement and insurance projections
- Scenario modeling \(quick and advanced\)
- Compliance officer review workflow

*Target users:* Financial Advisors, Compliance Teams

### Equisoft/analyze

Investment analysis and portfolio design tools.

**Key features:**

- Real\-time competitive fund analysis
- Portfolio design and comparison
- Branded proposals and reports
- Recommendation tracking

*Target users:* Wealth Professionals, Advisors

### Oracle OIPA Implementation Services

World-leading OIPA integration and implementation services.

**Key features:**

- 200\+ customer implementations worldwide
- 100% success rate on integrations
- Data migration from legacy systems
- Mentoring for carrier autonomy

*Target users:* Carriers, IT Teams

## Category & focus

- Subcategories: Policy Administration, CRM, Financial Planning, Data Migration
- Insurance verticals: Life & Annuity, Group Benefits
- Target customers: Carriers, Agents/Agencies

## Notable customers

- American Fidelity
- CFG \(Citizens Financial Group\)
- Assurant
- 250\+ financial institutions globally

## Links

- Website: <https://www.equisoft.com>
- Directory profile: <https://insurtechlist.com/companies/equisoft/>
- Linkedin: <https://www.linkedin.com/company/equisoft>
- Products: <https://www.equisoft.com/products>
- Oipa services: <https://www.equisoft.com/services/oipa-implementation>
- Advisor solutions: <https://advisor.equisoft.com>

---

*Last updated: 2026\-03\-25*