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Equisoft
What Does Equisoft Do?
Equisoft is a global provider of advanced digital solutions for the insurance and wealth management industries. With a focus on accelerating digital transformation, Equisoft offers a comprehensive suite of front-end and back-end solutions, including CRM, financial needs analysis, asset allocation, policy administration, and an industry-specific data migration practice. Their mission is to help financial institutions optimize customer engagement, enhance operational efficiency, and drive growth through innovative technology and deep industry expertise.
Where Is Equisoft's Headquarters?
HQ Function
Serves as the central hub for global operations, strategic planning, product development, and corporate functions.
Notable Features:
Modern office space located in a prominent downtown Montreal building, designed to foster collaboration and innovation with views of the city.
Work Culture:
Equisoft promotes a collaborative, innovative, and employee-centric work culture. They emphasize teamwork, continuous learning, and a passion for technology and client success. The Montreal office often hosts team-building activities and fosters a dynamic environment.
HQ Significance:
The Montreal headquarters is pivotal for Equisoft's global strategy, housing key leadership and development teams that drive the company's innovation in financial technology.
Values Reflected in HQ: The headquarters reflects Equisoft's commitment to innovation, global reach, collaboration, and excellence in serving the financial services industry.
Location:
Equisoft supports a wide range of functions globally, including software development, sales and marketing, project implementation, client support, consulting services, and data migration for the insurance and wealth management sectors. Their international teams collaborate to deliver localized solutions and support to clients across North America, Latin America, EMEA (Europe, Middle East, and Africa), and APAC (Asia-Pacific).
Street Address:
1250 René-Lévesque Blvd. West, Suite 2300
City:
Montreal
State/Province:
Quebec
Country:
Canada
Where Else Does Equisoft Operate Around the World?
Philadelphia, Pennsylvania, USA
Address: 1 International Plaza Dr #550, Philadelphia, PA 19113, USA
Drives growth and provides localized expertise for the North American market, particularly the United States.
Cape Town, South Africa
Address: The Terraces, 25 Protea Rd, Claremont, Cape Town, 7708, South Africa
Facilitates Equisoft's presence and growth in the African and broader EMEA markets, adapting solutions to local regulatory and market needs.
Sydney, Australia
Address: Level 13, 333 George Street, Sydney, NSW 2000, Australia
Strengthens Equisoft's footprint in APAC, catering to the unique demands of the region's rapidly evolving financial technology landscape.
Bogotá, Colombia
Address: Carrera 7 # 71 – 21 Torre B Piso 10, Bogotá, Colombia
Serves as a strategic center for business development, implementation, and support for clients across Latin America.
Buying Intent Signals for Equisoft
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Equisoft? Meet the Executive Team
As of April 2025, Equisoft' leadership includes:
Who's Investing in Equisoft?
Equisoft has been backed by several prominent investors over the years, including:
What Leadership Changes Has Equisoft Seen Recently?
Over the past year, Equisoft has made strategic appointments to its executive team, notably strengthening its people and culture leadership with the addition of a Chief People Officer. The company has maintained stability in its core executive functions with no major reported departures.
New Appointments:
What Technology (Tech Stack) Is Used byEquisoft?
Discover the tools Equisoft uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Equisoft Email Formats and Examples
Equisoft typically utilizes an email format combining the first initial followed by the last name. This is a common structure for professional communication within the company.
[first_initial][last]@equisoft.com
Format
lromero@equisoft.com
Example
85%
Success rate
What's the Latest News About Equisoft?
PR Newswire • February 20, 2024
Equisoft Acquires GFS to Expand Its Global Wealth Management and Data Solutions Offering
Equisoft announced its acquisition of GFS (Global Financial Systems), a UK-based wealth technology company. This strategic move aims to enhance Equisoft's wealth management solutions, particularly in portfolio management systems and financial planning tools for the UK and European markets....more
Newswire Canada (Cision) • September 13, 2023
Equisoft Appoints Naintara Sahay as Chief People Officer
Equisoft has appointed Naintara Sahay to the newly created position of Chief People Officer (CPO). In this role, Sahay is responsible for leading the company's global human resources strategy, talent management, and organizational culture initiatives to support Equisoft's continued growth....more
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