Equisoft
Equisoft Inc. is a global provider of innovative digital solutions tailored for the life insurance and wealth management industries. Founded in 1994 and headquartered in Montreal, Canada, with an additional office in Sydney, Australia, the company specializes in delivering a comprehensive ecosystem of services. Its offerings include SaaS policy administration, customer relationship management, financial planning tools, and solutions for asset allocation and portfolio analysis. Equisoft also provides financial advisors with tools for wealth management proposals, as well as software for quotes, illustrations, and agency management systems. The company is recognized as a leading partner for Oracle's insurance policy administration platform, leveraging extensive expertise in data migration and integration. Through its diverse range of services, Equisoft aims to empower clients to navigate the complexities of digital transformation in the financial sector.
Top Stages
8 past transactions
VisCalc
Acquisition in 2025
VisCalc is a software company specializing in illustration tools for insurance agents and carriers. Their primary product is a user-friendly, cloud-based platform that simplifies the creation of compliant NAIC illustrations, helping small and mid-sized life insurance carriers enhance their processes and meet regulatory requirements.
CompuOffice Software
Acquisition in 2023
CompuOffice Software is an independent producer of specialized software solutions designed for the insurance industry in Canada. The company focuses on developing systems for multiple carrier life insurance analysis, comparison, and quotation, enabling businesses to efficiently manage their insurance research and database needs. By offering robust tools tailored to the unique requirements of the insurance sector, CompuOffice Software supports organizations in making informed decisions and streamlining their operations.
Altus
Acquisition in 2021
Altus is a specialist provider of consultancy services to the Financial Services sector.
Grendel
Acquisition in 2019
Grendel is an online solution built specifically for financial professionals. The CRM component is the core to the larger wealth management platform that now includes compliance tools, trading, account aggregation, client portal, and more.
Kronos Technologies
Acquisition in 2018
Kronos Technologies is a company based in Québec City’s St-Roch district, specializing in the development of web-based and mobile management applications tailored for finance and insurance professionals. Founded in 2000, Kronos has established itself as an innovator in the field, offering products that facilitate communication between its applications and various entities within the financial and insurance sectors. The company's flagship products, Kronos Finance and Kronos FNA, provide unique functionalities such as importing in-force insurance policies and investments, enabling advisors and dealers to centralize client information and utilize powerful sales and compliance tools. Kronos is known for its rapidity, flexibility, and client-focused approach, adhering to principles of attentive listening, detail orientation, and continuous innovation.
RetireWare
Acquisition in 2018
RetireWare specializes in the development of innovative web-based financial mathematical models and software designed to assist individuals in making informed retirement planning decisions. The company's solutions cater to financial services companies and advisors, providing them with tools that enhance the planning process and promote value-based decision-making. RetireWare's software facilitates the management of employer retirement savings plans, ensuring that financial planning is organized and secure for clients as they approach retirement. By prioritizing user experience, RetireWare aims to improve the overall effectiveness of retirement planning for both advisors and their clients.
Planist
Acquisition in 2018
Planist Ltd. is a financial services platform based in Montreal, Canada, founded in 1999. The company specializes in developing analysis tools that enable financial services professionals to create comprehensive and integrated financial strategies and planning. Planist provides a unique financial portal that offers access to a range of analytical tools necessary for effective financial planning. By focusing on delivering the best possible financial planning analysis and recommendations, Planist aims to empower its clients to make informed decisions regarding investment products and strategies. As of January 2018, Planist operates as a subsidiary of EquiSoft.
Universal Conversion Technologies
Acquisition in 2016
Universal Conversion Technologies specializes in data conversion software and migration solutions, primarily serving the financial services sector, as well as public sector court administration systems and the health and insurance industries. Founded in 1992 and based in Addison, Texas, the company offers a range of products including a browser-based data conversion architect tool for data analysis, cleanup, and mapping. Its services encompass project management, planning, training, prototyping, and pilot projects, ensuring comprehensive support for data conversion initiatives. The firm also provides reporting solutions that facilitate real-time data analysis and maintain audit integrity throughout conversion projects. Universal Conversion Technologies operates not only in the United States but also extends its services to Canada and Asia, establishing itself as a leading provider in the data conversion and migration space.
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