v3 Template

Equisoft Inc.

Insurance and Investment Technology Philadelphia, US

Founded

Employees

Total Funding

$125.0M

Funding Rounds

Last Funding

2023-03-01

About Equisoft Inc.

Equisoft is an AI-enabled organization focused on powering digital transformation for the insurance and investment industries. They provide mature-tech solutions and intelligent data implementations to connect insurers to an AI-powered future, helping financial institutions navigate complex transformations and achieve their goals.

Products & Services

Policy Administration System (equisoft/manage):A system for managing insurance policies, part of back-office solutions.

AI-Powered Suite for Any PAS (equisoft/amplify):An AI-enhanced suite to complement policy administration systems.

Agency Management System (equisoft/centralize):A tool for managing agency operations in the insurance sector.

Pension & Investment Systems:Solutions for pension and investment management, formerly Altus Products.

Advanced Quotes & Illustrations (equisoft/illustrate):Front-office tool for creating detailed insurance quotes and illustrations.

Client & Agent Portals (equisoft/sync):Self-service portals for clients and agents to access information.

Financial Planning (equisoft/plan):Tools for wealth and financial planning for advisors.

Advisor-Focused CRM (equisoft/connect):Customer relationship management tool tailored for advisors.

Investment Analysis & Sales Enablement (equisoft/analyze):Tools for investment analysis and sales support.

Electronic Applications (equisoft/apply):Digital application and e-signature solutions for insurance processes.

OIPA Integration Services:Implementation and support services for Oracle Insurance Policy Administration system.

Data Migration & Conversion:Services for migrating and converting data in financial systems.

IFRS 17 Compliance:Solutions to ensure compliance with IFRS 17 standards for insurance.

Policy Administration System

Amplify

Agency Management System

Quotes & Illustrations

Self-Service Portal

Wealth Planning

Advisor CRM

eApplications & eSignatures

Analyze

Policy Administration System (OIPA)

Specialties

AI-powered solutions Digital transformation Policy administration systems Data migration and conversion OIPA integration Customer experience enhancement Distribution optimization Life Insurance & Annuities Property & Casualty Insurance Health Insurance Asset Management Broker-Dealer Solutions Digital Transformation for Carriers OIPA Implementation Data Migration & Conversion IFRS-17 Compliance Digital Transformation PAS Modernization

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity T: - FT: Equity	A: 125000000 MR: - FA: $125 million FAN: 125000000	D: 2023-03-01 FD: 2023-03-01	4 investors

Equity Latest

2023-03-01

$125.0M

4 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

No team data available

Team information is not yet available for this company

Key Competitors

Competitor Alpha

Series B · $50M raised

Competitor Beta

Series C · $120M raised

Competitor Gamma

Series A · $25M raised

Competitor Delta

Seed · $10M raised

Mock Up

Company Details

Website: equisoft.com
Industries: Insurance and Investment Technology
Locations: Philadelphia, US

Similar Companies

Discover AI-powered company recommendations based on industry, funding, and team profiles.

Upgrade to Pro

Technology Stack

Discover the backend, frontend, and infrastructure technologies powering this company's products.