Founded in 1994, Equisoft offers advanced digital business solutions to its clients in the insurance and wealth management industries to support their growth. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) featuring industry-leading user interfaces and state-of-the-art technology.
In addition, Equisoft is an Oracle Insurance Policy Administration integration partner for some 20 carriers globally. To complete this unique offering, Equisoft brings extensive experience in data migration through its subsidiary Universal Conversion Technologies (UCT). Equisoft has a growing team of over 250 specialized resources based in the US, Canada, Latin America, South Africa and India. Website: www.equisoft.com
In addition, Equisoft is an Oracle Insurance Policy Administration integration partner for some 20 carriers globally. To complete this unique offering, Equisoft brings extensive experience in data migration through its subsidiary Universal Conversion Technologies (UCT). Equisoft has a growing team of over 250 specialized resources based in the US, Canada, Latin America, South Africa and India. Website: www.equisoft.com
Location: Canada, Quebec, Montreal
Employees: 501-1000
Phone: +1 888-989-3141
Total raised: $125M
Founded date: 1994
Funding Rounds 1
| Date | Series | Amount | Investors |
| 02.03.2023 | - | $125M | Export Dev... |
Mentions in press and media 13
| Date | Title | Description |
| 25.02.2026 | ClearView successfully implements Equisoft's cloud-based policy administration system | The implementation of Equisoft/manage policy admin system consolidates ClearView's in-force portfolios onto a single modern platform, eliminating legacy system complexity and positioning the insurer for enhanced digital capabilities and gro... |
| 19.11.2025 | One Inc Recognized as a Fastest Growing Company in North America on the 2025 Deloitte Technology Fast 500™ | Success of Leading Digital Insurance Payments Provider Driven by Innovation and the Trust of More Than 290 Carriers One Inc, the leading digital payments network for the insurance industry, today announced it was named one of the 2025 Deloi... |
| 18.07.2025 | Lumera’s Pension Fusion expands provider connectivity | Lumera’s Pension Fusion expands provider connectivity Fri, Jul 18, 2025 10:00 CET Report this content London, UK, July 18, 2025 - Lumera is pleased to announce that Pension Fusion, its open-market pensions dashboards Integrated Service Prov... |
| 06.03.2025 | Pension Fusion go live signals pensions dashboards technology is a reality | Pension Fusion go live signals pensions dashboards technology is a reality Thu, Mar 06, 2025 11:30 CET Report this content London, UK, March 6, 2025 - Pension Fusion, a partnership between Equisoft and Lumera, is pleased to announce that fr... |
| 26.09.2024 | At least 50% of schemes will be using Pension Fusion for Pensions Dashboards | At least 50% of schemes will be using Pension Fusion for Pensions Dashboards Thu, Sep 26, 2024 10:00 CET Report this content Ahead of the industry’s first schemes planning to connect in early 2025, Pension Fusion – the Integrated Service Pr... |
| 10.09.2024 | Assuria N.V. accelerates its digital transformation with Equisoft's policy administration system and advisor tools | Equisoft's digital solutions provides the flexibility to launch new products quickly to respond to market changes and provide state-of-the-art agent and customer experience tools. PORT OF SPAIN, Trinidad and Tobago, Sept. 10, 2024 /PRNewswi... |
| 10.07.2024 | GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience | Equisoft's cloud-based solution offers flexibility in business processes and allows a higher level of adaptation to the changes required by an increasingly dynamic market. MEXICO CITY, July 10, 2024 /PRNewswire/ - Equisoft, a leading global... |
| 02.03.2023 | Equisoft Secures $125M in Funding | Equisoft, a Montreal, Canada-based digital provider of solutions to the financial industry, raised $125M in funding. Of this total investment, $70M was from new investors Investissement Québec and the government of Québec (including $36 mil... |
| 01.03.2023 | Insurtech giant Equisoft lands $125M investment, eyes acquisitions | Montreal-based Equisoft, an insurance and investment software developer, today announced that it raised $125 million in venture equity. It’s a large amount made more significant by the fact that the investment climate for insurtech vendors ... |
| 06.07.2021 | Equisoft continues global expansion with U.K. acquisition of investment and pension management solutions provider Altus | The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market SYDNEY, Australia and BATH, U.K., July 6, 2021 /PRNewswire/ -- Equisoft, a leading global digita... |
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