Equitable Tech Stack

Insurance, investments, and group benefits platform for advisors and clients

Insurance Waterloo, Ontario 1,001–5,000 employees Privately Held

Equitable operates a financial-services platform serving advisors, individuals, and group clients across insurance, investments, and employee benefits. The tech stack is enterprise Microsoft-heavy (.NET, Azure, SQL Server, Power suite) with OnBase for document management and emerging AI adoption (GitHub Copilot), reflecting a mid-stage modernization effort. Active projects center on workflow automation, client portals, wealth products, and reporting systems—while pain points cluster around system modernization, data quality, and digital-client engagement—indicating a push to upgrade aging infrastructure without disrupting advisor-led distribution.

Tech Stack 29 technologies

Core StackServiceNow React .NET JavaScript jQuery SQL Server C# Google Ads Power Apps Power Automate Power BI GitHub Copilot Python PowerPoint Outlook Word Excel Azure .NET Framework VB.NET OnBase Meta LinkedIn YouTube PowerPages VBA Visio SOAP REST

What Equitable Is Building

◆Challenges

Cost effective case management tools
Improving quality of systems and products
Modernizing systems
Production support tickets
Data quality and accessibility
Robust reporting systems
Modernizing client interactions
Elevating digital engagement
Regulatory changes impacting product development
Competitive pricing strategies

▲Active Projects

Medium to large workflow/automation projects
Ftc metrics reporting
Test strategy development
Robust reporting systems and business intelligence tools
Data strategy and policy implementation
Change management for non-financial reporting
Next-generation client portal implementation
Design and launch of new wealth products
Product enhancements based on market trends
Segregated fund annual reporting

Hiring Activity

Minimal50 roles · 0 in 30d

Department

Engineering

Sales

Ops

Finance

Product

Data

Support

Seniority

Mid

Senior

Intern

Director

Junior

Lead

Manager

C-Level

Notable leadership hires: Head of Technology

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About Equitable

Equitable provides insurance, investment, and group benefit solutions to individuals, small businesses, and organizations across Canada. The company operates a multi-product platform spanning life insurance (whole life and term), critical illness coverage, employee benefits, group solutions, and retirement/savings vehicles. Distribution runs through a network of advisors; the business is headquartered in Waterloo, Ontario, and operates with 1,001–5,000 employees. Current operational focus includes modernizing client-facing systems, building next-generation product offerings, and improving internal reporting and data infrastructure to support regulatory compliance and competitive positioning.

HeadquartersWaterloo, Ontario

Company Size1,001–5,000 employees

Hiring MarketsCanada

Frequently Asked Questions

What is Equitable's tech stack?

Equitable uses Microsoft .NET, Azure, SQL Server, and the Power suite (Power Apps, Power Automate, Power BI, PowerPages) for core systems, plus OnBase for document management, React and JavaScript for front-end, and Python for data work.

What products does Equitable offer?

Life insurance (whole life and term), critical illness insurance, investments, TFSAs, group benefits, employee benefits, and retirement/savings solutions for individuals, small businesses, and organizations.

Where is Equitable headquartered?

Equitable is headquartered in Waterloo, Ontario, Canada, and conducts all hiring operations in Canada.