Total Funding
61
55
Total FundingPrivate Equity raised
Growth Score
-5 pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Equisoft is a global provider of financial industry digital solutions.
- David Shively: Chief Operating Officer
Luis Romero: Founder & CEO
About the Company
Equisoft is a global provider of cutting-edge digital insurance and investment solutions. It provides a comprehensive ecosystem of solutions, ranging from innovative front-end applications to extensive back-office services and unrivaled data migration expertise. SaaS policy administration, CRM, financial needs analysis, financial planning, asset
allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, customer, agent, and broker portals are among the firm's flagship solutions. Equisoft is also Oracle's largest and most experienced OIPA platform partner.
