Insights

Global Expansion EQI is expanding into the US with an RIA in the Magic City, signaling demand for cross-border wealth management, regulatory readiness, and scalable tech to support multi-jurisdiction operations.

Scale and Reach With substantial custody assets and a large client base across multiple offices, EQI presents opportunities for enterprise data analytics, CRM, and secure, scalable platforms to sustain growth and client service.

Data and Tech The tech stack shows cloud, data integration, BI, and marketing analytics maturity; opportunities to propose modern data architecture, real-time insights, API integrations, and expanded marketing and analytics capabilities.

ESG Focus A stated commitment to sustainable wealth growth aligns with ESG product offerings, reporting, and ESG data integrations to attract responsible-investing clients and meet regulatory expectations.

Strategic Partnerships BTG Pactual partnership enhances credibility and cross-sell potential; leverage for joint products, custody enhancements, advisory tools, and broader institutional collaborations.

EQI INVESTIMENTOS Tech Stack

EQI INVESTIMENTOS uses 8 technology products and services including Appsflyer, Microsoft Azure Data Factory, QlikView, and more. Explore EQI INVESTIMENTOS's tech stack below.

  • Appsflyer
    Analytics
  • Microsoft Azure Data Factory
    Big Data Processing
  • QlikView
    Business Intelligence
  • Amazon Web Services
    Cloud Hosting
  • Bash
    Operating Systems & Computing Languages
  • JavaScript
    Programming Languages
  • Android
    Programming Languages
  • Google Tag Manager
    Tag Management

EQI INVESTIMENTOS's Email Address Formats

EQI INVESTIMENTOS uses at least 1 format(s):
EQI INVESTIMENTOS Email FormatsExamplePercentage
First.Last@eqi.com.brJohn.Doe@eqi.com.br
100%

Frequently Asked Questions

Where is EQI INVESTIMENTOS's headquarters located?

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EQI INVESTIMENTOS's main headquarters is located at 500 r. Delfim Mário de Pádua Peixoto Itajaí, Santa Catarina Brazil. The company has employees across 4 continents, including South AmericaEuropeNorth America.

What is EQI INVESTIMENTOS's official website and social media links?

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EQI INVESTIMENTOS's official website is eqi.com.br and has social profiles on LinkedIn.

What is EQI INVESTIMENTOS's NAICS code?

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EQI INVESTIMENTOS's NAICS code is 52 - Finance and Insurance.

How many employees does EQI INVESTIMENTOS have currently?

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As of June 2026, EQI INVESTIMENTOS has approximately 1.4K employees across 4 continents, including South AmericaEuropeNorth America. Key team members include Ceo: J. C.Cmo: P. C.Head Of People: F. M.. Explore EQI INVESTIMENTOS's employee directory with LeadIQ.

What industry does EQI INVESTIMENTOS belong to?

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EQI INVESTIMENTOS operates in the Financial Services industry.

What technology does EQI INVESTIMENTOS use?

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EQI INVESTIMENTOS's tech stack includes AppsflyerMicrosoft Azure Data FactoryQlikViewAmazon Web ServicesBashJavaScriptAndroidGoogle Tag Manager.

What is EQI INVESTIMENTOS's email format?

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EQI INVESTIMENTOS's email format typically follows the pattern of First.Last@eqi.com.br. Find more EQI INVESTIMENTOS email formats with LeadIQ.

When was EQI INVESTIMENTOS founded?

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EQI INVESTIMENTOS was founded in 2008.
EQI INVESTIMENTOS logo

EQI INVESTIMENTOS

Financial ServicesSanta Catarina, Brazil1001-5000 Employees

EQI Investimentos operates as a financial services brokerage, offering investment advisory and custodial services to help clients manage and grow their wealth in a sustainable manner. With a footprint of more than 14 offices across Brazil and a client base exceeding 80,000, the firm emphasizes proximity to customers to understand their needs and support informed investment decisions. The company positions itself within the Brazilian investment landscape as a partner for individual and institutional investors, backed by a strategic association with Banco BTG Pactual, and highlights its extensive assets under custody and client reach as indicators of its scale and reach. Based in Itajaí, Santa Catarina, EQI originated from a client-focused education-oriented approach and has expanded internationally, evidenced by the launch of an advisory region in its recent growth efforts. The firm operates in the financial services industry, prioritizing guidance and access to investment opportunities while maintaining a regional presence through multiple offices.

Section iconCompany Overview

Headquarters
500 r. Delfim Mário de Pádua Peixoto Itajaí, Santa Catarina Brazil
Website
eqi.com.br
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
1001-5000

Section iconFunding & Financials

  • $10M$25M

    EQI INVESTIMENTOS's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    EQI INVESTIMENTOS's revenue is estimated to be in the range of $10M$25M

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