Avanti Open Banking Tech Stack

Open banking fintech connecting businesses to multi-lender credit solutions

Financial Services Americana, SP 11–50 employees Founded 2021 Privately Held

Avanti operates a lending marketplace model for Brazilian mid-market companies, connecting them to multiple financial institutions for loans, financing, and secured credit products. The tech stack reveals a sales-and-data-operations-first company: HubSpot sits at the center of a complex orchestration layer (Zapier, n8n, Make, Tray.io) that feeds WhatsApp, DocuSign, and telephony into multi-channel lead cadences. The active hiring surge in sales and marketing—with a single data hire—suggests the company is scaling demand generation faster than analytics maturity, creating a crunch around marketing attribution and lead-quality issues already visible in their pain-point list.

Tech Stack 25 technologies

Core StackHubSpot DocuSign Make Zapier n8n Workato Postman Python Apache Airflow dbt Fivetran Power BI BigQuery Snowflake Redshift Salesforce Google Ads WhatsApp Business API Tray.io Insomnia SQL WhatsApp Looker Studio Azure Synapse Meta

What Avanti Open Banking Is Building

◆Challenges

Increasing qualified demand
Improving funnel quality
Building sustainable growth machine
Integration between hubspot and other stack
Reliable scalable frictionless revenue system
High volume high criticality environment
Marketing attribution
Crm governance
Lead distribution
Generating qualified leads

▲Active Projects

Acquisition engine development
Go-to-market evolution
Growth levers expansion
End-to-end capture enrichment qualification distribution follow-up reactivation flows
Multichannel cadences implementation (email, whatsapp, tasks, telephony)
Hubspot integrations orchestration with whatsapp, telephony, docusign, partners, bi
End-to-end data stack implementation
Data pipelines for marketing attribution
Lead scoring data foundation

Hiring Activity

Accelerating10 roles · 5 in 30d

Department

Sales

Marketing

Data

Ops

Seniority

Mid

Junior

Senior

Director

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About Avanti Open Banking

Avanti is a fintech bridge built for Brazilian companies seeking credit. Rather than pitch a single bank's terms, they source loans and financing options across a network of partner institutions, then handle sourcing, qualification, and closing via a personalized advisory model. The company operates a high-touch sales motion supported by an emerging data stack: HubSpot CRM feeds lead scoring and attribution pipelines (BigQuery, Snowflake, dbt, Fivetran), while Looker Studio and Power BI surface performance. The tight organizational footprint (11–50 employees) centers on sales and marketing operations, with active work on end-to-end lead capture, scoring, distribution, and multichannel engagement flows.

HeadquartersAmericana, SP

Company Size11–50 employees

Founded2021

Hiring MarketsBrazil

Frequently Asked Questions

What is Avanti Open Banking's tech stack?

Core systems: HubSpot, WhatsApp Business API, Salesforce, DocuSign. Integration layer: Make, Zapier, n8n, Workato, Tray.io. Data: BigQuery, Snowflake, Redshift, Azure Synapse, dbt, Fivetran, Apache Airflow. Analytics: Power BI, Looker Studio. Sales tools: Postman, Insomnia, Meta, Google Ads.

What is Avanti Open Banking working on?

Lead generation and revenue automation: acquisition engine development, go-to-market evolution, end-to-end lead capture-to-reactivation flows. Multi-channel engagement: WhatsApp, email, tasks, telephony cadences. Data infrastructure: HubSpot orchestration, marketing attribution pipelines, lead scoring models, end-to-end data stack implementation.