Luis Romero
Chief Executive Officer @Equisoft
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WORK HISTORY
Chief Executive Officer @Equisoft
Montreal, QC, CA
Founded Equisoft in 1994 with a focus on bringing specialized technology to the life insurance and wealth management sectors — industries that are complex, highly regulated, and historically underserved by generic software vendors.Over three decades, we\'ve grown from a startup into a global fintech company with 860+ employees, institutional backing, and a client roster that includes leading carriers, MGAs, and asset managers across six regions — with a growing footprint in the UK, Europe, and beyond following strategic acquisitions in the pension transfer and wealth management space.As a privately held, management-majority owned business, we operate with a long-term mindset that is rare in our industry. Our services DNA means we measure success not at go-live, but at the point where clients are truly thriving on our platforms. That culture of accountability runs deep — because our people are invested in this mission, not just employed by it.Key milestones include the acquisition of Altus (UK pension transfer and wealth solutions), ongoing European expansion, and the integration of AI-driven automation across our implementation and configuration practices.Our mission remains what it was on day one: help the industry modernize — with the best software, and the best people to deliver it.
EDUCATION
Université de Montréal
Information Technology
Université de Montréal
Actuarial mathematics
SKILLS
ABOUT LUIS ROMERO
Thirty years ago, I founded Equisoft with a simple conviction: that the life insurance and wealth management industries deserved technology built by people who truly understood them.Today, Equisoft is a global fintech leader — 860+ people across six regions, serving some of the world\'s most respected carriers, distributors, and asset managers.Our platform spans the full insurance and wealth value chain — from insurance sales tools to policy administration, to pension transfer and wealth management solutions built for the UK and European markets — enabling clients to modernize legacy systems, accelerate product launches, and deliver better experiences to advisors and policyholders alike.But Equisoft was never just a software company. We are a services business at our core. Every client engagement is a commitment — and because we are privately held, management-majority owned, with long-term investors who share our vision, we are never optimizing for a quarter. We are optimizing for our clients\' success. That ownership model shapes everything: the care we bring to implementations, the pride our people take in every delivery, and the relationships we build over decades, not deal cycles.The world is spinning faster than ever. Our clients need a partner who combines the best modern software with the expertise and accountability to see transformation through. That\'s what Equisoft is built to be.I am privileged to pursue this mission alongside some of the finest minds in the industry — a team of passionate experts, and investors ambitious enough to think in decades.If you\'re leading digital transformation in life insurance or wealth management, I\'d love to connect.
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