Expansion Opportunity EQI Investimentos is actively expanding internationally, evidenced by the launch of an RIA in the Magic City. This signals openness to new markets and potential cross-border service offerings, partnerships, and advisory solutions for clients entering or operating in new regions.

Wealth Scale With over R$50 billion under custody and more than 80 thousand active clients, EQI represents a sizable custodian and client base for upsell of premium advisory, portfolio optimization, and high-touch financial planning services to deepen wallet share.

BTG Pactual Backing As a partner in the largest Latin American investment bank, EQI has strong credibility and product access. This can enable co-branded offerings, access to exclusive investment products, and joint go-to-market strategies to fast-track enterprise deals.

Tech Stack Leverage Existing tools across analytics, CRM, UX optimization, and cloud infrastructure suggest opportunities to propose enhanced data analytics, personalized client experiences, and scale-friendly automation for client onboarding and service delivery.

Leadership & Talent Past leadership hires and a growing footprint indicate a dynamic organization open to advisory services, training partnerships, and tech-enabled operations support to improve efficiency, compliance, and client engagement across 14+ offices.