Equisoft

Equisoft

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Organization

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Overview

Equisoft is a global provider of cutting-edge digital insurance and investment solutions. It provides a comprehensive ecosystem of solutions, ranging from innovative front-end applications to extensive back-office services and unrivaled data migration expertise. SaaS policy administration, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, customer, agent, and broker portals are among the firm's flagship solutions. Equisoft is also Oracle's largest and most experienced OIPA platform partner.

About

Industries

Information Services, Information Technology, FinTech, SaaS, Insurance, Wealth Management

Founded

1994

Employees

501-1000

Headquarters locations

North America

Social

N/A

Profile Resume

Equisoft headquartered in North America, operates in the Information Services, Information Technology, FinTech, SaaS, Insurance, Wealth Management sector. The company focuses on Information Services and has secured $9.9B in funding across 72 round(s). With a team of 501-1000 employees, Equisoft is actively contributing to advancements in Information Services. Their latest funding round, Private Equity Round - Equisoft, raised $125.0M. Discover more about their projects, partnerships, and impact on our platform.

Employees

imagePlace Luis Romero

Luis Romero

Founder & CEO

imagePlace Steeve Michaud

Steeve Michaud

Executive Advisor

imagePlace Ruben Veerasamy

Ruben Veerasamy

Senior Vice President, Caribbean

imagePlace Simon Richardson

Simon Richardson

Vice President: EMEA & APAC

imagePlace Mauricio Monroy

Mauricio Monroy

Director - Sales & Account Management - Latin America

imagePlace David Shively

David Shively

Chief Operating Officer

Funding Rounds

Funding rounds

3

Investors

4

Lead Investors

0

Total Funding Amount

$138.0M

Details

3

Equisoft has raised a total of $138.0M in funding over 3 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2009Private Equity1.0M
2018Private Equity12.0M
2023Private Equity125.0M

Investors

Equisoft is funded by 12 investors.

Investor NameLead InvestorFunding RoundPartners
Fondaction-FUNDING ROUND - Fondaction125.0M
Guy LeBlanc-FUNDING ROUND - Guy LeBlanc125.0M
Equisoft-FUNDING ROUND - Equisoft125.0M
Investissement Quebec-FUNDING ROUND - Investissement Quebec125.0M

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