Company
Equisoft
Equisoft is a technology company providing digital solutions for the insurance, wealth management, and pensions industries. The company offers policy administration systems, agency management platforms, and client portals, along with AI-powered tools for quotes, illustrations, and financial planning. Equisoft serves insurers, distributors, advisors, and brokers across 350+ client partners in nine countries.
Equisoft is a privately held company operating in the fintech and insurtech sectors, based in Canada. Leadership tracked by CEOInsider includes Luis Romero (CEO).
Leadership
Current
Recent developments
AI summary of recent coverageRecent coverage has focused on Equisoft's expansion strategy and growth initiatives, including a significant $125 million investment round and subsequent acquisitions aimed at strengthening its insurtech platform capabilities. The Canadian technology firm has pursued geographic expansion into new markets such as Trinidad, along with strategic acquisitions like CompuOffice Software to enhance its life insurance analysis and advisory offerings. Leadership changes have also featured in recent coverage, with the appointment of a new chief operating officer to the company's executive team.
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