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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People of EquiSoft
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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.
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.
| Investor | Description | Founded Year | Domain | Location |
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SME loans are provided to support business exports.
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Government services are provided to residents of Québec, Canada.
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Offers sustainable finance and REER for individuals and businesses.
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Investor details for EquiSoft
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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.
Investment portfolio details for EquiSoft
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial consulting services are offered to various clients.
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Project management, asset management, and IT consulting services are provided.
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Digital back-office & financial analysis solutions
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Locked | Locked | 2000 | Locked |
Complete acquisition details for EquiSoft
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Financial Statements - EquiSoft
Detailed financials for EquiSoft
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Equisoft Comparisons
Peer comparison for EquiSoft
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of EquiSoft
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Latest news on Equisoft
Complete news archive for EquiSoft
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Frequently Asked Questions about EquiSoft
EquiSoft was founded in 1994 and raised its 1st funding round 24 years after it was founded.
EquiSoft is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
EquiSoft is a funded company, having raised a total of $134.02M across 2 funding rounds to date.
As of Apr 01, 2024, the latest employee count at EquiSoft is 95.
Annual revenue of EquiSoft is $2.64M as on Mar 31, 2023.
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.
EquiSoft has made 8 acquisitions, including Altus Consulting, Altus Group, and CompuOffice Software.
EquiSoft has 4 investors. Key investors include Export Development Canada, Gouvernement du Québec, Fondaction, and Invest Quebec.