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 Mar 31, 2026, the latest employee count at EquiSoft is 894.

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 40th amongst 1252 active competitors, of which 194 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Wealthy, which secured $14.5M in Nov, 2025.

Who are the top competitors of EquiSoft?

EquiSoft's top competitors include Addepar, KFin Technologies and FNZ. Among them, Wealthy secured the most recent funding round in November, 2025.

EquiSoft - 2026 Company Profile, Team, Funding & Competitors

EquiSoft is a series D company based in Montreal (Canada), founded in 1994 by Luis Romero. It operates as a Provides digital solutions for insurance and wealth management organizations. EquiSoft has raised $134M in funding from Export Development Canada. The company has 1252 active competitors, including 194 funded and 182 that have exited. Its top competitors include companies like Addepar, KFin Technologies and FNZ.

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

40^th among 1252 active competitors

Employee Count

894 as on Mar 31, 2026

Investment & Acquisitions

CompuOffice Software & 7 more

Similar Companies

Addepar & 1384 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	$3.11M (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	3343558	Series D	2385382	5735857	5274715	5669139
Dec 2018	5826720	Unattributed	3981010	2698837	Export Development Canada	7734814

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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 894 employees as of Mar 26. Here is EquiSoft's employee count trend over the years:

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Top competitors of EquiSoft include Addepar, KFin Technologies and FNZ. 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	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Kotak Mahindra Bank & 12 others	75/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$2.55B	CPP Investments, Temasek & 12 others	74/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	74/100
5th	Wealthy 2015, Bengaluru (India), Series B	Provides digital wealth management and curated investment platforms	$36.8M	Alpha Wave Global, Good Capital & 102 others	73/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	71/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 2 others	70/100
8th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 2 others	70/100
9th	FintechOS 2017, London (United Kingdom), Series B	Provider of AI-based software suite for the banking and insurance industry	$146M	Gapminder, BlackRock & 12 others	68/100
10th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	67/100
40th	EquiSoft 1994, Montreal (Canada), Series D	Provides digital solutions for insurance and wealth management organizations	$134M	Fondaction, Export Development Canada & 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)