← State of Embedded Finance 2026

BTG Pactual

Can Latin America's largest investment bank become the operating system for Brazilian SMBs through API-first embedded banking?

Founded1983
HQSão Paulo, Brazil
IndustryBank / National
The story

BTG Pactual is the largest investment bank in Latin America (founded 1983 in Brazil). In 2021 it expanded beyond institutional finance by launching a retail digital bank (BTG+) on top of Pismo's core banking infrastructure, and has since built out BTG Pactual Empresas — a full SMB banking stack with embedded APIs (Pix, boletos, FX, receivables anticipation, payroll, account opening) targeting ERPs and corporate clients.

Last 12 months
2025-12
Product timeline
2021
Launched BTG+ (later BTG Pactual Banking) retail digital bank built on Pismo's core banking platform· banking
2025
Named Best Bank in Latin America by Finance Best Bank Award· banking
Regulated entities
Universal Bank Charter
Brazil (BCB)
Banco BTG Pactual S.A.
The stack
Payments / PSP
Pix (self-operated)Pix Automático (self-operated)Pix QR Code (self-operated)Boletos (self-operated)TED (self-operated)Link de pagamento (self-operated)BTG Pactual Cartão de Crédito (self-operated)
Banking / BaaS
Banco BTG Pactual S.A. (in-house)
Card issuing
Banco BTG Pactual S.A. (self_issued)
Ledger
Pismo
Lending
Antecipação de Recebíveis de Cartão (Rede, Cielo, Getnet, Stone)Capital de Giro (rates from 1.70%/mo, up to 60 installments)Cedente / supplier onboarding (SCF – Supply Chain Finance)
Payroll
Banco BTG Pactual S.A. (in-house)
Open banking
Open Finance Brasil (BCB-regulated, self-operated as participant institution)
KYC
Jumio
Sponsor bank
Banco BTG Pactual S.A. (in-house)
FX & payouts
Banco BTG Pactual S.A. (in-house)
Accounting
AccesstageFinnetNeogridNexxeraOpenTextSupplyMidiaTivitSFTP (CNAB)ERP integrations via partner program
Accounting gap: minor