Expanding Footprint EQI Investimentos has recently launched a new Registered Investment Advisor (RIA) in the Magic City as part of its international expansion, presenting an opportunity to offer tailored wealth management solutions to a broader client base in new markets.

Strong Financial Backing With over R$ 45 billion in assets under custody and a strategic partnership with Banco BTG Pactual, EQI benefits from substantial financial stability and expertise, making it an appealing partner for strategic investments and technology collaborations.

Digital Infrastructure The company's advanced tech stack, including Snowplow, Google Data Studio, Cloudflare, and Linux, highlights a strong focus on data analytics and cybersecurity, enabling targeted marketing campaigns and secure client services that can be tailored for client acquisition efforts.

Market Positioning Competing with established players like BTG Pactual and XP, EQI's emphasis on proximity to clients and sustainable asset growth positions it well to attract high-net-worth individuals seeking personalized financial services.

Experienced Leadership Recent hires like Pablo Spyer as operations director demonstrate a focus on strengthening operational capabilities, which can be leveraged to identify potential service enhancements and expand product offerings to target segments.