AEQUIFY

Aequify

@aequify

Waterloo, Ontario
https://www.aequify.com
Financial Services

Overview

About Aequify

Aequify is a cross border tax and money management platform for expats and global mobility teams.
We help relocating employees and international professionals manage money and taxes across countries with less stress and guesswork.

✅ Simplify your cross border finances
We connect your bank, investment, credit, and pension accounts across 30+ countries so you can see your full financial picture in one secure place.
Get a clear tax outlook, see where you may be overpaying or missing credits, and stay compliant in each country where you file.

⏰ Reduce tax stress
Tired of chasing bank statements and managing complex spreadsheets?
For tax time, Aequify turns raw international transactions into clean, pre processed tax data. You get:
• A list of the forms you are likely to need
• Numbers pre-processed in a way you and professionals understand
• One click data sharing with your international tax advisor

You can see your tax forecast for the year and get simple, actionable ideas to reduce the risk of overpaying while staying compliant.

🤝 Marketplace for trusted advisors
We are building an international tax and financial consultant marketplace.
Expats can find pre vetted advisors who understand cross border rules.
Advisors get cleaner data, less admin work, and more time for higher value client advice.

Who we serve
• Expats living in North America, the UK, and the EU who want to stay compliant and manage wealth in one place
• International tax consultants and financial advisors who want to cut admin work and receive client data with a single click
• Employers and global mobility teams who want to offer cross border financial support as a real benefit for relocating staff

Headquarters

Waterloo, Ontario

Website

https://www.aequify.com

Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

-

Specialties

Cross border tax, expat finance, FBAR, FATCA, FEIE, FTC, Multi country accounts, Global Mobility, Tax optimization, and Expat taxes

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