Analytica Investments

What Analytica Investments does

Analytica Investments is a Quito, Ecuador-based private investment banking group operating through three distinct subsidiaries: Analytica Advisors S.A. (financial advisory), Analytica Securities C.A. Casa de Valores (securities brokerage and trading), and AnalyticaFunds Management C.A. (investment fund and trust management). The firm provides investment banking, M&A advisory, securities intermediation, and fund management services primarily to corporate and institutional clients in Ecuador, with a secondary focus on individuals and family offices. With roughly two decades of operating history, Analytica has built a multi-vertical platform that allows it to capture clients across the capital markets value chain — from initial advisory mandates through securities execution and ongoing portfolio management.

The group's business model rests on regulated fee-generating activities in a small domestic market. Revenue is generated through advisory retainers and success fees (Analytica Advisors), brokerage commissions and trading spreads (Analytica Securities), and management and performance fees on investment funds and trusts (AnalyticaFunds Management). Serving as a Casa de Valores — a regulated brokerage entity — provides a licensing perimeter that competitors must replicate to offer comparable securities services. Analytica's research output, recognized through World Finance awards in 2010 and 2013 for Ecuador's best research team, is positioned as a differentiator supporting client origination in a market where independent equity research is limited.

The firm is leadership-driven, with Ramiro Crespo serving as CEO/Director General, supported by VPs Diego Egas and Rodolfo Gabriel Cappelo. No technology platform, AI/ML capabilities, or productized software offerings are disclosed in available inputs. Customer segments span corporate sector entities (primary), institutional investors (primary), and individuals/family offices (secondary), with geographic focus concentrated in Ecuador. The group does not appear to operate outside its domestic market based on available evidence.

Name

Analytica Investments

Legal name

Analytica Investments

Website

https://analytica.ec

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Analytica Investments is a Quito-based private investment banking group offering advisory, securities brokerage, and fund management services to corporate, institutional, and high-net-worth clients in Ecuador through three regulated subsidiaries.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

akta.pro secondary industries

Agency Equity Execution (Cash Equities) (FSACAFAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment banking
• Financial advisory
• Securities brokerage
• Fund management
• Capital markets

Headquarters

HQ city

Quito

HQ country

Ecuador

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Banking Advisory: Advisory services for corporate sector seeking capital and financing options, providing economic and financial strategic solutions
2. Securities Trading: Securities house operations through Analytica Securities C.A. Casa de Valores
3. Fund and Trust Management: Managing funds and trusts through AnalyticaFunds Management C.A. Administradora de Fondos y Fideicomisos

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Analytica Investments provides investment banking advisory, securities brokerage, and fund and trust management services to corporate, institutional, and individual clients in Ecuador. The firm operates through three subsidiaries—Analytica Advisors S.A. (strategic and financial advisory), Analytica Securities C.A. Casa de Valores (securities trading), and AnalyticaFunds Management C.A. Administradora de Fondos y Fideicomisos (fund and trust administration)—and publishes macroeconomic and stock-market research reports.

Product overview

Analytica Investments is a financial services firm headquartered in Ecuador operating through three subsidiaries: Analytica Advisors S.A. (investment banking advisory), Analytica Securities C.A. Casa de Valores (securities trading), and AnalyticaFunds Management C.A. Administradora de Fondos y Fideicomisos (fund and trust management). The company provides financial solutions across three client segments: Corporate Sector (strategic economic-financial advisory), Institutional Investors (comprehensive investment analysis and execution), and Individuals & Family Offices (personalized investment solutions). The firm also publishes the Ecuador Monthly Report and Reporte Mensual Bursátil, which are periodic research publications covering macroeconomic conditions and stock market performance in Ecuador.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Goldman Sachs: Global bulge-bracket investment bank active in Latin America ECM, DCM, and M&A. Broad incumbent likely to compete for any large Ecuador-linked sovereign or corporate mandate.
• Itaú BBA: Wholesale banking arm of Itaú Unibanco offering investment banking, securities, and asset management across Latin America. Broad incumbent with overlapping capabilities across all of Analytica's service lines.
• Santander Investment: Banco Santander's global corporate and investment banking division with deep Latin American footprint. Broad incumbent offering overlapping advisory, securities, and asset management capabilities in the region.
• JPMorgan: Global investment bank with established Latin America M&A, ECM, and DCM franchises. Broad incumbent that competes for the largest corporate advisory and capital markets mandates in Ecuador.

Direct peers

• BTG Pactual: Latin America's largest independent investment bank offering advisory, asset management, securities brokerage, and wealth management. Directly comparable multi-line platform serving corporate, institutional, and HNW clients across the region.
• BCP Securities: Specialized Latin American fixed income and equity broker-dealer serving institutional clients. Comparable in its focus on research-driven brokerage and Latin American capital markets intermediation.
• Larraín Vial: Chilean full-service investment bank with advisory, brokerage, asset management, and corporate finance divisions. Comparable integrated platform model serving Andean corporate and institutional clients.

Regional players

• Acciones y Valores: Colombian securities brokerage and investment bank offering advisory, securities trading, and asset management. Comparable casa de valores model focused on Andean markets with similar mid-market positioning.
• Banco Pichincha: Ecuador's largest bank with growing investment banking and brokerage capabilities. Direct Ecuadorian competitor for corporate advisory, capital markets, and HNW clients in the same domestic market.
• Celfin Capital (now BTG Pactual Chile): Chilean investment bank (acquired by BTG Pactual) historically comparable in size and full-service structure to Analytica. Provides a relevant regional benchmark for mid-market Andean IB economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ANALYTICAec
• LinkedInlinkedin.com/company/analytica-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries3 records

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 Analytica Investments