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
At a Glance
- Founded
- 1994
- Headquarters
- Montreal, Quebec, Canada
- Employees
- 501-1000
- Funding
- Series D
Category & Focus
- Category
- Core Administration
- Subcategories
- Policy Administration CRM Financial Planning Data Migration
- Insurance Verticals
- Life & Annuity Group Benefits
- Target Customers
- Carriers, Agents/Agencies
Customers
- American Fidelity
- CFG (Citizens Financial Group)
- Assurant
- 250+ financial institutions globally
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Last updated: 2026-03-25