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 Philadelphia, Pennsylvania.

How many employees does EquiSoft have?

As of Jul 31, 2026, the latest employee count at EquiSoft is 910.

Is EquiSoft a funded company?

EquiSoft is a funded company, having raised a total of $134M across 2 funding rounds to date. The company's 1st funding round was a $***** Unattributed round, raised on Dec 2018.

When was the latest funding round of EquiSoft?

EquiSoft's latest funding was a $***** Series D round on Mar 01, 2023, with participation from 4 investors.

Where does EquiSoft rank among its competitors?

EquiSoft ranks 11th amongst 97 active competitors, of which 21 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Instanda, which secured an undisclosed amount in Aug, 2026.

Who are the top competitors of EquiSoft?

EquiSoft's top competitors include Guidewire, Avaloq and Broadridge. Among them, Instanda secured the most recent funding round in August, 2026.

EquiSoft - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provides digital solutions for insurance and wealth management organizations. The platform offers a SaaS solution for investment and insurance advisors dedicated to completing a financial plan for their clients.

Website: www.equisoft.com/
Registered Address: Philadelphia, Pennsylvania

Key Metrics

Founded Year

1994

Location

Montreal, Canada

Stage

Series D

Total Funding

$134M in 2 rounds

Latest Funding Round

Series D, Mar 01, 2023, $*****

Investors

Export Development Canada & 3 more

Ranked

11^th among 97 active competitors

Employee Count

910 as on Jul 31, 2026

Investment & Acquisitions

CompuOffice Software & 7 more

Similar Companies

Avaloq & 1602 more

View EquiSoft's full profile

EquiSoft is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
EQUISOFT INC. CIN: 980607844 , United States, Active	Dec 26, 999	-	134 (As on Dec 31, 2024)	-
EQUISOFT INDIA PRIVATE LIMITED CIN: U72900TG2016PTC112769 , India, Active	Nov 03, 2016	₹10 - ₹50 Cr (As on Mar 31, 2025)	94 (As on Mar 31, 2024)
EQUISOFT INC. CIN: 32061633114 , United States, Active	Oct 07, 2021	-	-	-

EquiSoft has raised a total funding of $134M over 2 rounds. Its first funding round was on Dec 2018. Its latest funding round was a Series D round on Mar 01, 2023 for $*****. 4 investors participated in its latest round. EquiSoft has 4 institutional investors.

Here is the list of recent funding rounds of EquiSoft:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 01, 2023	1219752	Series D	9472523	8105417	3518607	2160796
Dec 2018	9245165	Unattributed	7359287	6193006	Export Development Canada	1139275

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View details of EquiSoft's funding rounds and investors

The founders of EquiSoft is Luis Romero.

Here are the details of EquiSoft's key team members:

Luis Romero: Founder and CEO of EquiSoft.
Contact Info: 1 email address

View details of EquiSoft's Founder profiles and Board Members

EquiSoft's employee count trend

EquiSoft has 910 employees as of Jul 26. Here is EquiSoft's employee count trend over the years:

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Top competitors of EquiSoft include Guidewire, Avaloq and Broadridge. Here is the list of Top 10 competitors of EquiSoft, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Guidewire 2001, San Mateo (United States), Public	Developer of software platforms for property and casualty insurance operations	-	Battery Ventures, Sprout Capital Partners ... & 7 others	77/100
2nd	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
3rd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
5th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
6th	Bravura Solutions 2004, Edinburgh (United Kingdom), Acquired	Software solutions for life insurance and wealth management	$28.4M	Ironbridge, Herald Investment Management	64/100
7th	d1g1t 2014, Toronto (Canada), Series B	Online platform offering wealth management solutions for advisers and investors	$24.3M	Illuminate Financial, MissionOG & 13 others	62/100
8th	Applied 1983, University Park (United States), Acquired	Provider of a cloud-based software suite for P&C insurers, MGA and agents	-	CapitalG, JMI Management & 4 others	62/100
9th	Mintpro 2017, Mumbai (India), Unfunded	Insurance agency management software	-	-	62/100
10th	Instanda 2015, London (United Kingdom), Series B	SaaS-based software suite for the insurance industry	$71.7M	Assembly Capital Partners, Dale Ventures ... & 19 others	59/100
11th	EquiSoft 1994, Montreal (Canada), Series D	Provides digital solutions for insurance and wealth management organizations	$134M	Export Development Canada, Fondaction & 2 others	58/100

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EquiSoft has made 1 investments in companies including Finscape. EquiSoft has also acquired 7 companies including CompuOffice Software and Altus Group.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
-	Investments	Finscape	2013	London (United Kingdom)
Feb 02, 2023	Acquisition	CompuOffice Software	1989	Markham (Canada)
Jul 05, 2021	Acquisition	Altus Group	2005	Toronto (Canada)