About EquiSoft
EquiSoft is a Financial Services company based in Montreal (Canada) founded in 1994. Digital solutions for insurance and wealth management are provided. It operates in the Financial Services and Technology sectors. EquiSoft has raised $125 million across 2 funding rounds from investors including Export Development Canada, Gouvernement du Québec and Fondaction. The company has 95 employees. EquiSoft has completed 8 acquisitions, including Altus Consulting, Altus Group and CompuOffice Software. Its website equisoft.com draws about 46 thousand monthly visits. Its Indian entity Equisoft India Private Limited reported revenue of ₹26.26 Cr. Its focus areas include FinTech, Insurance IT, Insurance Policy Solutions and Insurance Software Suite.
Company details
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.
- Headquarters Montreal, Canada
- Employees 95
- SectorsFinancial ServicesTechnology
- Website equisoft.com
- Social LinkedIn X Facebook YouTube
- Legal Name Equisoft India Private Limited
- Date of Incorporation 03 Nov, 2016
- Jurisdiction Hyderabad, Telangana, India
- Indian entity revenue₹26.26 Cr
FY 2025 · +6% YoY
- Indian entity net profit₹2.41 Cr
FY 2025 · 9% margin
- Indian entity EBITDA₹3.59 Cr
FY 2025 · 14% margin
- Total Equity Funding$125M (USD)
in 2 rounds
- Latest Funding Round$125M (USD), Series D
Mar 2023
- InvestorsExport Development Canada
& 3 more
- Employee Count95
- Investments & AcquisitionsAltus Consulting
& 7 more
Associated legal entities of EquiSoft
EquiSoft operates through Equisoft India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Equisoft India Private Limited CIN U72900TG2016PTC112769 | Active | 03 Nov 2016 | Hyderabad, Telangana | ₹26.3 Cr | 95 | 3 | View details |
Apps and channels of EquiSoft
its YouTube channel Equisoft has 109 subscribers and 30 videos.
Videos from EquiSoft
The most watched videos on EquiSoft's YouTube channel, Equisoft (109 subscribers). Click a video to play it here.
More on Equisoft.
Funding Insights of EquiSoft
EquiSoft has successfully raised a total of $125M 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 $125M
- Total Rounds 2
- Last Round Series D — $125M
- First Round $9.02M
(Dec 2018)
- Investors Count 4
All 2 funding rounds of EquiSoft with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2023 | $125M | Series D | – | – | |
| Dec 2018 | $9.02M | Unspecified | – | Export Development Canada | – |
4 investors in total: 4 institutional.
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 |
|---|---|---|---|---|
SME loans are provided to support business exports. | 1944 | edc.ca | Ottawa, Canada | |
Government services are provided to residents of Québec, Canada. | quebec.ca | Canada | ||
Offers sustainable finance and REER for individuals and businesses. | 1996 | fondaction.com | Montreal, Canada | |
Business guidance for corporate companies and startups | investquebec.com | Quebec City, Canada |
Investor details for EquiSoft
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Board of directors of Equisoft India Private Limited (EquiSoft)
Equisoft India Private Limited is the primary company behind EquiSoft. The board of Equisoft India Private Limited currently have 3 directors; the longest-serving is Luis Romero, appointed in 2016. 6 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Luis Romero DIN 07491147 | Director | 03 Nov 2016 | 10 yrs | Equisoft India Private Limited |
| Vedika Srivastava DIN 10519757 | Whole-time director | 06 Mar 2024 | 2 yrs 8 mo | Equisoft India Private Limited |
| Upendra Nath Kolan DIN 10536745 | Whole-time director | 06 Mar 2024 | 2 yrs 8 mo | Equisoft India Private Limited |
People of EquiSoft
32 people are tracked at EquiSoft (21 in leadership, 7 in board & advisors, 4 in team); the tracked headcount is 95.
| Name | Role | Group |
|---|---|---|
Robert Chaoui | Vice President, Account Management | Leadership |
Jean Sabbagh | Vice President, Marketing | Leadership |
Olivier Lafontaine | Chief Product Officer | Leadership |
Annie Mongrain | Vice President, Human Resources | Leadership |
Satish Krishnan | Vice President, Account Management | Leadership |
| Founder and CEO | Leadership | |
Ruben Veerasamy | Senior Vice President, Caribbean | Leadership |
Brian Cosgrove | Chief Financial Officer | Leadership |
David Shively | Chief Operations Officer | Leadership |
Howard Finnegan | Director Product Sales, Uk/europe | Leadership |
Anthony Stockley | VP, Wealth Solutions Canada | Leadership |
Grace Apea | VP, Account Management | Leadership |
Simon Richardson | Vice President, EMEA & APAC | Leadership |
Mauricio Monroy | Vice President, LATAM | Leadership |
Mark DePhillips | Senior Vice President, USA | Leadership |
Cristian Preda | Director Of Quality Assurance | Leadership |
Belisario Fernández | Director Sales & Accounts Latam | Leadership |
Michael Zelesnik | Vp, Insurance Services | Leadership |
Djaffer Maloufi | Head Of Product | Advisor & Wealth | Leadership |
Zineb Jazouli | Director, Product Development | Leadership |
12 more people are available in the full profile.
Complete people profiles for EquiSoft
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of EquiSoft
Figures of Equisoft India Private Limited, the primary company behind EquiSoft, for FY 2025. Revenue was ₹26.26 Cr (+6% year on year). Net profit was ₹2.41 Cr (9% margin). EBITDA was ₹3.59 Cr (14% margin). Revenue has grown at a compounded annual rate of +16% over three years and +50% over five years.
- ₹26.26 CrRevenue · FY 2025 · +6% YoY
- ₹2.41 CrNet profit · 9% margin
- ₹3.59 CrEBITDA · 14% margin
- ₹50,000Paid-up capital
- 95Employees (provident fund records)
- +16%Revenue CAGR, 3 years
- +50%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Equisoft India Private Limited are on its company page.
Detailed financial statements for EquiSoft
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Software development services are provided by CompuOffice Software. | compuoffice.com | Markham, Canada | 1989 | Feb 2023 | •••• | |
Financial consulting services are offered to various clients. | altus.co.uk | Bath, United Kingdom | 2005 | Jul 2021 | •••• | |
Project management, asset management, and IT consulting services are provided. | altusgroup.com | Toronto, Canada | 2005 | Jul 2021 | •••• | |
Insurance and investment software solutions are provided for professionals. | ageman.ca | Montreal, Canada | 1987 | Feb 2019 | •••• | |
Digital back-office & financial analysis solutions | kronostechnologies.com | Quebec, Canada | 2000 | Apr 2018 | •••• | |
Financial services are provided to the investment industry. | planiste.ca | Montreal, Canada | 1999 | Jan 2018 | •••• | |
Retirement planning is enabled through financial management and investment allocation. | retireware.com | Montreal, Canada | 1994 | Dec 2017 | •••• | |
Data migrations provider for life, health and annuity products. | uctcorp.com | Dallas, United States | 1992 | Jan 2016 | •••• |
Complete acquisition details for EquiSoft
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Timeline of EquiSoft
11 dated milestones of EquiSoft across 29 years, from founding to its latest funding, stage changes and deals.
- Founded EquiSoft is founded.
- Acquisition Acquires Universal Conversion Technologies.
- Acquisition Acquires RetireWare.
- Acquisition Acquires Planiste.
- Acquisition Acquires Kronos Technologies.
- Funding First funding round of $9.0M.
- Acquisition Acquires Solutions AGEman.
- Acquisition Acquires Altus Group.
- Acquisition Acquires Altus Consulting.
- Acquisition Acquires CompuOffice Software.
- Funding Latest funding round, Series D, of $125.0M.
Web traffic of EquiSoft
The website of EquiSoft (equisoft.com) receives about 45.7K visits a month.
- Monthly visits45.7K
▲ 8.2% vs previous month
Websites whose visitors overlap most with EquiSoft. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
winsurtech.com | winsurtech.com | 100% | #3,014,390 | – | |
insuranceandtechguide.com | insuranceandtechguide.com | 89% | #2,463,876 | – | |
| agentsync.io | 79% | 43.1K | #822,889 | View details | |
iii.org | iii.org | 70% | #359,506 | – | |
| allvuesystems.com | 66% | 55.4K | #664,058 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for EquiSoft
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Related news about 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 $125M across 2 funding rounds to date. The company's 1st funding round was a Unspecified of $9.02M, raised on Dec 2018.
EquiSoft has 95 employees.
The primary company behind EquiSoft, Equisoft India Private Limited, reported revenue of ₹26.26 Cr for FY 2025, up 6% year on year.
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.
EquiSoft operates through Equisoft India Private Limited.
The legal entities of EquiSoft currently have 3 directors, including Vedika Srivastava, Upendra Nath Kolan, Luis Romero.