What Economatica does

Economatica is a privately held Brazilian financial data intelligence company founded in 1986 and headquartered in São Paulo. It operates a proprietary financial database that has been continuously enriched for 40 years and covers 180,000+ assets, 25,000+ funds, 5,000+ companies and 250+ sectors, with primary data sourced from B3, BMV, BYMA, NYSE, NASDAQ and from regulators and macro providers including CVM, CNBV, CNV, SEC, BCB and IBGE, combined with Economatica's own methodology and models.

Name

Economatica

Legal name

Economatica

Website

https://economatica.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

51–100 employees

Short description

Economatica is a São Paulo-based, privately held financial data intelligence provider, founded in 1986, that supplies a 40-year proprietary database and six consumption formats (Platform, Terminal, Excel Add-in, Data Feed, APIs, MCP/AI) to 350+ institutional clients across the Americas.

Ownership category

akta.pro rank

Product category

Financial Data & Investment Analytics Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Software Publishers (5132)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

Keywords

• Financial data platform
• Investment analytics software
• Equity research data
• Market data APIs
• Asset management intelligence

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices7 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Platform/SaaS Subscriptions: Annual or multi-year subscription access to the Economatica Platform, Terminal, and other products. Revenue derived from licensed access to the proprietary database with multiple consumption formats (web, desktop, API).
2. API and Data Feed Services: Programmatic access revenue from APIs, streaming data, and batch data feeds for enterprise clients, quants, and system integrators.
3. Enterprise Licensing: Institutional licenses for academia, research institutions, and corporate RI teams with volume-based or per-seat pricing.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Economatica operates a proprietary 40-year financial intelligence database (since 1986) covering 180,000+ assets, 25,000+ funds and 5,000+ companies, and sells access to it through six consumption formats: a flagship Plataforma for query, screening and analysis; a Terminal Economatica for real-time quotes and news; an Excel Add-in; a Data Feed for batch CSV extraction; REST/WebSocket APIs with OAuth 2.0; and an MCP integration for AI assistants. The offering is targeted at fund managers, banks, brokerages, corporate investor-relations teams, universities, consultancies, pension funds and autonomous investment advisors across the Americas.

Product overview

Economatica is a proprietary financial intelligence infrastructure established in 1986, offering six consumption formats for its 40-year database covering 180,000+ assets. The architecture centers on a proprietary database (base proprietária) that feeds multiple access products: Plataforma (flagship query/analysis platform), Terminal (real-time data and news), Add-in Excel (native spreadsheet functions), Data Feed (batch extraction), APIs (REST/streaming programmatic access), and MCP (AI assistant integration via Model Context Protocol). Over 350 clients including fund managers, banks, brokerages, and RI teams consume data through one or more of these products.

Differentiator

Problem solved

Functional benefit

Brands

• Plataforma Economatica: Core platform for data querying, analysis, and screening with 40 years of proprietary data
• Terminal Economatica
• Add-in Excel
• Data Feed
• APIs Economatica
• Economatica Advisor AI
• MCP Economatica

Products and services

• Plataforma Economatica Flagship web-based query, screening and analysis platform providing fundamental and technical analysis, stock screener, Markowitz portfolio optimization, DCF valuation and Long & Short strategies across Brazilian and global equities, 25,000+ funds, 5,000+ companies and fixed income and derivatives since 1986.
• Terminal Economatica Real-time market data terminal providing B3 and global quotes, 700+ aggregated news articles per day from 40+ journalists, 200+ economic indicators, interest rate curves, Arko Advice content and an integrated political calendar. Accessible via web (economatica.tc.com.br) and a mobile app.
• Add-in Excel Native Excel plug-in exposing Economatica data via =ECO() worksheet functions for Windows, supporting bulk data retrieval and automatic refresh for daily modelling and reporting workflows.
• Data Feed Batch data extraction service delivering 40 years of historical Economatica data in CSV format with permanent links, scheduled and on-demand delivery for quants, systematic strategies, backtests and corporate data lakes.
• APIs Economatica Programmatic interfaces (REST and WebSocket streaming) to the Economatica database supporting OAuth 2.0 authentication, JSON payloads and SDKs for custom workflows, internal dashboards, fintech products, automated research, risk and compliance systems.
• Economatica MCP Model Context Protocol server that exposes Economatica's proprietary financial data to AI assistants; initially scoped to proprietary news and CVM bulletins via natural language. Available for Claude (desktop/web) with ChatGPT support planned.
• Economatica Advisor AI AI-powered market intelligence tool powered by Economatica MCP, designed to help financial advisors — particularly super-advisors — with market analysis and client briefings through natural language.

Named customers5 records

Segments8 records

Ideal customer profiles8 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature7 records

Scale indicators7 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Bloomberg: Global financial-data terminal and analytics platform serving asset managers, banks and RI teams with broad multi-asset coverage including Brazilian markets. Compares to Economatica in addressing the same professional buyer with terminal-based research workflows, but operates at vastly greater scale and geographic breadth.
• LSEG (Refinitiv / Workspace): Owner of Refinitiv and Eikon/Workspace, providing financial data, analytics and workflow tools to investment professionals globally, with deep emerging-markets coverage. Directly comparable to Economatica's Terminal and Data Feed offerings for institutional research and risk workflows.
• S&P Capital IQ Pro: S&P Global's financial intelligence platform combining company fundamentals, estimates and screening for institutional investors. Comparable to Economatica for corporate RI benchmarking, peer analysis and fund/research data delivered to enterprise buyers.
• Morningstar: Investment research and data provider (Morningstar Direct, Pitch, Data) with broad fund, equity and portfolio analytics; serves wealth managers, RI teams and advisors overlapping directly with Economatica's Platform, Wealth and Academia use cases.

Direct peers

• FactSet: Provider of financial data and analytics platforms used by buy-side and sell-side firms for portfolio analysis, screening and fundamentals — a close functional equivalent to Economatica's Plataforma for global (and emerging-market) equities.

Emerging players

• AlphaSense: AI-native market intelligence platform aggregating earnings transcripts, broker research and proprietary content for institutional research workflows. Competes with Economatica on the AI-driven research and content discovery layer, particularly via the same enterprise research buyers.
• Trading Economics: Emerging-markets-leaning economic indicators, forecasts and real-time market data provider serving analysts and corporate strategy teams. Comparable to portions of Economatica's Terminal — interest-rate curves, economic indicators and macroeconomic coverage.
• YCharts: Investment research and data platform providing screening, fundamentals and portfolio analytics, primarily to RI/advisor segments. Mirrors a subset of Economatica's Plataforma (screener, fundamentals, peer comparison) for a similar advisor customer profile.

Regional players

• Simfa (SimFolios / Soluções em Renda Fixa): Brazilian financial-data and fixed-income analytics specialist serving asset managers, treasury and corporate finance teams. Closest Brazil-only comparable in providing local-market data infrastructure to the same Gestoras/Previdência/RPPS segments that Economatica targets.
• Suno Research: Brazilian sell-side research distribution platform providing independent research, reports and market intelligence to investors and advisors. Competes with Economatica's Terminal news/research offering for the same Brazilian retail-advisor and asset-manager audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/economaticabr
• Facebookfacebook.com/economatica-235736809784091
• LinkedInlinkedin.com/company/economatica

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Economatica