About EquiSoft
EquiSoft is a company based in Montreal (Canada) founded in 1994.. EquiSoft has raised $134.02 million across 2 funding rounds from investors including Export Development Canada, Gouvernement du Québec and Fondaction. The company has 95 employees as of April 01, 2024. EquiSoft has completed 8 acquisitions, including Altus Consulting, Altus Group and CompuOffice Software. EquiSoft operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Montreal, Canada
- Employees 95 as on 01 Apr, 2024
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Sectors
Financial ServicesTechnology
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Phone
*********
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Website
*********
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Social
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- Legal Name Equisoft India Private Limited
- Date of Incorporation 03 Nov, 2016
- Jurisdiction Madhapur, Telangana, India
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Annual Revenue
$2.64 M (USD)29.9as on Mar 31, 2023
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Net Profit
$237.54 K (USD)35.77as on Mar 31, 2023
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EBITDA
$365.52 K (USD)25.36as on Mar 31, 2023
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Total Equity Funding
$134.02 M (USD)
in 2 rounds
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Latest Funding Round
$125 M (USD), Series D
Mar 01, 2023
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Investors
Export Development Canada
& 3 more
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Employee Count
95
as on Apr 01, 2024
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Investments & Acquisitions
Altus Consulting
& 7 more
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Funding Insights of EquiSoft
EquiSoft has successfully raised a total of $134.02M across 2 strategic funding rounds. The most recent funding activity was a Series D round of $125 million completed in March 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series D — $125.0M
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First Round
First Round
(01 Dec 2018)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2023 | Amount | Series D - EquiSoft | Valuation |
investors |
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| Dec, 2018 | Amount | Unspecified - EquiSoft | Valuation | Export Development Canada |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in EquiSoft
EquiSoft has secured backing from 4 investors, including institutional investors. Prominent investors backing the company include Export Development Canada, Gouvernement du Québec and Fondaction. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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SME loans are provided to support business exports.
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Founded Year | Domain | Location | |
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Government services are provided to residents of Québec, Canada.
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Founded Year | Domain | Location | |
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Offers sustainable finance and REER for individuals and businesses.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by EquiSoft
EquiSoft has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Altus Consulting, Altus Group and CompuOffice Software. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Financial consulting services are offered to various clients.
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2005 | ||||
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Project management, asset management, and IT consulting services are provided.
|
2005 | ||||
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Digital back-office & financial analysis solutions
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2000 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - EquiSoft
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Equisoft Comparisons
Competitors of EquiSoft
EquiSoft operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Investment management software is provided for advisors and institutions.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Equisoft
Frequently Asked Questions about EquiSoft
When was EquiSoft founded?
EquiSoft was founded in 1994 and raised its 1st funding round 24 years after it was founded.
Where is EquiSoft located?
EquiSoft is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
Is EquiSoft a funded company?
EquiSoft is a funded company, having raised a total of $134.02M across 2 funding rounds to date. The company's 1st funding round was a Unspecified of $9.02M, raised on Dec 01, 2018.
How many employees does EquiSoft have?
As of Apr 01, 2024, the latest employee count at EquiSoft is 95.
What is the annual revenue of EquiSoft?
Annual revenue of EquiSoft is $2.64M as on Mar 31, 2023.
What does EquiSoft do?
EquiSoft was founded in 1994 in Montreal, Canada. Operations focus on the insurance and wealth management sector, where a SaaS platform is offered to investment and insurance advisors. Financial plans for clients are completed through these digital tools. Services include software for streamlining advisory processes, with headquarters based in Canada.
Who are the top competitors of EquiSoft?
How many acquisitions has EquiSoft made?
EquiSoft has made 8 acquisitions, including Altus Consulting, Altus Group, and CompuOffice Software.
Who are EquiSoft's investors?
EquiSoft has 4 investors. Key investors include Export Development Canada, Gouvernement du Québec, Fondaction, and Invest Quebec.
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