Blue3 Investimentos Tech Stack

Brazil-based investment advisory platform with 45k+ clients and integrated fund management

Financial Services Ribeirão Preto, SP 501–1,000 employees Founded 2009 Privately Held

Blue3 Investimentos operates a multi-entity investment advisory group across Brazil and Miami, serving 45,000+ clients with R$45 billion under custody. The tech stack reveals an operations-heavy organization: Salesforce and TOTVS/Protheus drive core business processes, while Power BI, Tableau, and Looker power internal dashboards. Hiring is heavily skewed toward sales (13 roles) and finance (5), with only 1 data and 1 engineering hire in the pipeline—indicating the business runs on established financial infrastructure rather than custom product development.

Tech Stack 20 technologies

Core StackCanva Salesforce Power Query Power BI Tableau Looker Python TensorFlow PyTorch Microsoft Office CapCut Excel TOTVS Protheus LinkedIn Recruiter PowerPoint Word SQL Google Data Studio

What Blue3 Investimentos Is Building

◆Challenges

Mitigating operational regulatory reputational risks
Revisão de processos
Supporting advisors with offshore allocation
Errors in revenue and commissions
Policy renewal and cancellation management
Complex transaction accounting accuracy
Improving crm adoption
Ensuring adherence to regulatory norms
Automating fiscal processes
Reducing tax compliance risks

▲Active Projects

Fiscal automation projects
Be compliance platform management
Policy review and governance
Group accounting and tax closing
Financial statement preparation
Accounting system data validation
Crm training program
Commercial dashboards development
Tax reform implementation
Operational automation solutions

Hiring Activity

Accelerating35 roles · 15 in 30d

Department

Sales

Finance

Support

Ops

Insurance

Data

Engineering

Seniority

Junior

Mid

Senior

Intern

Lead

Company intelligence

Find more companies like Blue3 Investimentos by tech stack, pain points and active projects

Get started free

About Blue3 Investimentos

Blue3 Investimentos provides investment advisory services and financial structuring to individual and institutional clients across Brazil and the United States. Founded in 2009, the company operates through a holding structure that includes a research division, fund management (Oby Capital), tax advisory (Contabilidade da Bolsa), a family office (Troon Capital), education platform (Blue Academy), debt structuring and capital raising (Blue3 Capital), and a content portal. The company maintains 20+ regional offices across major Brazilian metros and an international presence in Miami, supported by approximately 800 staff focused on advisor enablement, client relationship management, and operational compliance.

HeadquartersRibeirão Preto, SP

Company Size501–1,000 employees

Founded2009

Hiring MarketsBrazil, Singapore

Frequently Asked Questions

What is Blue3 Investimentos tech stack?

Core operations run on Salesforce, TOTVS Protheus, and Microsoft Office tools. Analytics and reporting use Power BI, Tableau, and Looker. Data processing leverages SQL, Python, TensorFlow, and PyTorch for internal analytics.

Where is Blue3 Investimentos headquartered?

Headquarters is in Ribeirão Preto, SP, Brazil. The company operates 20+ regional offices across São Paulo, Minas Gerais, Rio de Janeiro, Goiás, Paraná, Santa Catarina, Pará, and Miami.