# Equisoft

> Canadian financial technology company

**Wikidata**: [Q134738198](https://www.wikidata.org/wiki/Q134738198)  
**Source**: https://4ort.xyz/entity/equisoft

## Summary
Equisoft is a Canadian financial technology company that develops software for the fintech and insurtech industries. Founded in 1994 by Luis Romero, the company provides specialized solutions including customer relationship management (CRM) software and agency management systems. Headquartered in Montreal, Quebec, it operates as a software company focused on creating non-tangible executable components and digital platforms for the financial sector.

## Key Facts
- **Official Name:** Equisoft Inc. (also known as Équisoft Inc.).
- **Industry:** Financial Technology (Fintech) and Insurance Technology (Insurtech).
- **Type:** Software Company / Business (Quebec business corporation).
- **Founded:** 1994 (specifically noted as November 1994 in founder references).
- **Founder & CEO:** Luis Romero (Founder since Nov 1994; CEO since Nov 1994).
- **Headquarters:** 1250 René-Lévesque Blvd West., 32nd Floor, Montreal, Quebec, Canada (Postal Code: H3B 4W8).
- **Coordinates:** 45.4973° N, 73.5704° W.
- **Products:** Customer Relationship Management (CRM) software and Agency Management Software.
- **Legal Entity Identifier (LEI):** 549300ZFSEZ5PCEHKR53.
- **Operating Area:** Worldwide.
- **Website:** https://www.equisoft.com (available in multiple languages including English, French, and Spanish).
- **Social Media:** Active on Twitter (@Equisoft), Facebook (EquisoftSolutions), LinkedIn (company/equisoft), and YouTube.

## FAQs
### What type of company is Equisoft?
Equisoft is a software company and a Quebec business corporation that operates within the financial technology (fintech) and insurance technology (insurtech) sectors. As a software company, its primary activity is software development, creating non-tangible products and platforms for its clients.

### Who founded Equisoft and when was it established?
The company was founded in 1994 by Luis Romero, who has served as the CEO since its inception. The specific founding period is noted as November 1994.

### What products does Equisoft develop?
Equisoft produces software products focused on business management for the financial sector. Key offerings include Customer Relationship Management (CRM) software (specifically Advisor CRM Connect) and Agency Management Software (Centralize).

### Where is Equisoft located?
The company's global headquarters is located in Montreal, Quebec, Canada, specifically on the 32nd floor of the 1250 René-Lévesque Blvd West building. It serves a worldwide operating area.

## Why It Matters
Equisoft plays a significant role in the digital transformation of the financial and insurance industries. As a specialized software company, it addresses the specific needs of these sectors by providing tools that manage customer relationships and agency operations. By developing both CRM and agency management platforms, Equisoft enables financial professionals and organizations to automate processes, manage data efficiently, and scale their operations. Its longevity in the market—spanning from 1994 to the present—demonstrates a sustained ability to adapt to the evolving technological landscape, moving from traditional software development to modern fintech and SaaS (Software as a Service) delivery models. This stability and specialization make it a key player in facilitating digital solutions for financial advisors and insurance agencies globally.

## Notable For
- **Dual Sector Focus:** Unlike general software houses, Equisoft is notable for its distinct specialization in both fintech and insurtech industries.
- **Longevity:** The company has been operating since 1994, indicating nearly three decades of presence in the technology sector.
- **Comprehensive Management Tools:** It provides critical business tools such as CRM and Agency Management software, specifically tailored for financial advisors and insurance agents.
- **Multilingual Accessibility:** The company operates a website with support for multiple languages, including English, French, and Spanish, reflecting its global operating area.
- **Specific Legal Standing:** It is officially incorporated as a Quebec business corporation, highlighting its specific legal and geographic origins within Canada.

## Body
### Corporate Identity and Classification
Equisoft Inc. is a business entity classified as a software company. As a subclass of a technology company, its primary field of work is software development, producing non-tangible, executable components for computers. The organization is legally formed as a Quebec business corporation and holds the Legal Entity Identifier (LEI) 549300ZFSEZ5PCEHKR53. It is recognized internationally under the name Equisoft Inc. and the French variant Équisoft Inc.

### History and Leadership
The company was founded in 1994. Luis Romero established the organization in November 1994 and has served as its Chief Executive Officer (CEO) since that time. This leadership continuity points to a stable management structure centered around its founder.

### Location and Operations
Equisoft is headquartered in Canada. Its physical office is situated on the 32nd floor of the 1250 René-Lévesque Blvd West building in Montreal, Quebec (H3B 4W8). The geographic coordinates of its headquarters are 45.497305555555556 latitude and -73.57038888888889 longitude. While based in Canada, the company lists its operating area as worldwide.

### Products and Services
As a software developer, Equisoft focuses on products for the financial and insurance sectors (Fintech and Insurtech). Its core products include:
- **Customer Relationship Management (CRM) Software:** Marketed as "Advisor CRM Connect," this tool is designed for managing client interactions.
- **Agency Management Software:** Marketed as "Centralize," this product helps manage the operations of insurance agencies.

### Digital Presence and Media
Equisoft maintains a robust digital footprint across various platforms:
- **Website:** Its official site, equisoft.com, offers content in multiple languages, including English, French, and Spanish.
- **Social Media:** The company maintains active profiles on Twitter (handle: Equisoft, since April 2009), Facebook (EquisoftSolutions), and LinkedIn (equisoft).
- **YouTube Channel:** The company operates a YouTube channel (ID: UCsLYayMNk-qzCbWYM4vd72A) created in May 2012. As of mid-2025, the channel hosts 106 videos, has 104 subscribers, and has accumulated over 93,700 views.
- **Crunchbase Profile:** The company is listed on Crunchbase under the organization ID "equisoft".

## References

1. [Source](https://search.gleif.org/#/record/549300ZFSEZ5PCEHKR53)
2. [Source](https://www.crunchbase.com/person/luis-romero-2)
3. [Source](https://www.crunchbase.com/organization/equisoft/profiles_and_contacts)
4. [Source](https://www.equisoft.com/solutions/investments)
5. [Source](https://www.equisoft.com/solutions/insurance)
6. [Source](https://www.equisoft.com/es/)
7. [Source](https://www.equisoft.com/fr/)
8. [Source](https://www.equisoft.com)
9. [Source](https://www.equisoft.com/products/advisor-crm-connect)
10. [Source](https://www.equisoft.com/products/agency-management-system-centralize)
11. [Source](https://x.com/equisoft?lang=en)
12. [Source](https://www.facebook.com/571968579490677)
13. [Source](https://www.crunchbase.com/organization/equisoft)
14. [Source](https://www.youtube.com/@equisoftadministration6205)
15. [Source](https://www.linkedin.com/company/equisoft/)
16. [Source](https://upload.wikimedia.org/wikipedia/commons/5/58/Number_of_views_of_the_Equisoft_YouTube_channel.png)
17. YouTube API