Equisoft

Equisoft, founded in 1994 and headquartered in Montreal, Canada, is a global fintech provider and technology partner serving insurance and wealth management organizations. The firm offers a comprehensive ecosystem of digital solutions spanning the entire value chain of insurance and investment operations. It employs approximately 950 people and counts over 250 of the world's leading financial institutions among its clients, with operations across 16 countries in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia.

The company's product portfolio covers the principal software layers used by carriers, distributors and advisors. It includes policy administration systems, agency management platforms, quotes and illustrations tools, financial planning software and customer relationship management solutions tailored for financial advisors. Alongside these core systems, Equisoft offers AI-powered enhancement suites designed to improve insurance and wealth management operations.

Equisoft works across the insurance, wealth management, financial services, investment operations and insurance distribution sectors. Its stated approach is business-first and technology-driven, combining industry expertise with an emphasis on modernization and customer experience for the organizations it serves.