About Aequify | Expat Tax Software and Global Finance Tools

Financial Clarity for Expats and

Globally Mobile Talent

Financial Clarity for Expats and Globally Mobile Talent

Financial Clarity for Expats and

Globally Mobile Talent

Reduce financial friction, cut admin, and get productive faster in the new country with secure, Tax-treaty aware guidance.

OUR Story

Managing Cross-Border Finances should not be this Hard

We became entrepreneurs by accident after living the mess ourselves. Every move meant new bank accounts, new tax rules, and forms no one warned us about. We felt the constant stress, the late nights, and the sense that financial systems weren’t built for people with lives across borders.

So we left comfortable roles to build Aequify, a platform designed specifically for relocating employees and expats. One place to connect accounts across countries, understand the tax impact, and share clean, compliant data with advisors. Moving should be exciting, not financially intimidating.

OUR Story

Managing Cross-Border Finances should not be this Hard

Meet the aequify team

Puneet Gupta

CEO & Co-founder

Puneet Gupta

CEO & Co-founder

Saksham Saini

CTO & Cofounder

Saksham Saini

CTO & Cofounder

Pranav Kotwal

Founding Engineer

Pranav Kotwal

Founding Engineer

OUR MISSION

Aequify exists to Simplify Cross-Border Finances for Expats and Relocating Employees.

20+ countries
Expats from over 20+ countries.
18000+
Financial institutions supported (banks that customers can connect with)
250+
Users (SJB pre-purchased + other customers)

HOW WE MAKE DECISION

Customer trust is the highest priority
We build simple solutions for expats and their support teams, with privacy and security built in.
Speed of execution matters
We ship fast, learn from results, and iterate quickly—moving fast on reversible decisions and carefully on the rest.
Think big, start small
We aim high, deliver value in small steps, scale what works, and remove what doesn’t.
Ownership across borders
We take full ownership of the user experience, even when partners are involved.

Latest from Aqeuify

View all Blogs

US tax system

Mar 1, 2026

5 mins

Aequify and TFFAA | Better Tools for US Expats and Cross Border Taxes

Read post

Personal Finance | Global Mobility

Nov 12, 2025

10 mins

Personal Finance | Global Mobility

Nov 12, 2025

10 mins

Aequify and TFFAA | Better Tools for US Expats and Cross Border Taxes

Read post

Company

Help & Resource

Subscribe to Newsletter

Socials

Canada

Terms

Privacy

Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.

This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.

The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.

If you have any questions, please contact us using the Contact Us form mentioned above.