EQI INVESTIMENTOS Tech Stack

Investment brokerage serving high-net-worth clients across Brazil

Financial Services Itajaí, SC 1,001–5,000 employees Founded 2008 Partnership

EQI Investimentos is a Brazilian investment brokerage with R$ 50 billion in assets under custody and over 80,000 active clients, backed by BTG Pactual (Latin America's largest investment bank). The tech stack reveals a finance operation in transition: heavy reliance on Excel, VBA, and traditional BI tools (Power BI, Tableau, Bloomberg) alongside emerging data infrastructure (PostgreSQL, MongoDB, Apache Spark, Iceberg). Active adoption of Azure and early-stage AI tooling (LangChain, OpenAI, RAG) suggests infrastructure modernization in progress.

Tech Stack 65 technologies

Core StackSalesforce Power BI Tableau Power Query Python JavaScript TypeScript MongoDB LangChain OpenAI RAG PostgreSQL SQL Server Oracle RabbitMQ Apache Iceberg Apache Spark AWS Excel PowerPoint LinkedIn Word CRM Bloomberg SQL VBA SharePoint Git Azure AWS SQS+33 more

AdoptingAzure

What EQI INVESTIMENTOS Is Building

◆Challenges

Reducing commercial cycle
Forecast accuracy
Improving advisor performance
Optimizing sales funnel
Operationalizing orders with compliance
High net worth client acquisition
Forecasting sales pipeline
Increasing sales funnel predictability
Increasing conversion rates
Performance and scalability of operational data

▲Active Projects

National reference project in variable income
Resource capture and portfolio structuring
Prospecting high net worth investors
Capital raising and portfolio structuring
Reporting and dashboards development
Estrutura de sdr
Product campaign initiatives
High net worth investor acquisition
Product campaigns
Commercial initiatives

Hiring Activity

Decelerating95 roles · 25 in 30d

Department

Finance

Sales

Support

Data

Engineering

Ops

Marketing

Seniority

Junior

Mid

Senior

Intern

Manager

Lead

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About EQI INVESTIMENTOS

EQI Investimentos operates as a brokerage and portfolio structuring firm serving retail and high-net-worth investors across Brazil from headquarters in Itajaí, with 14 regional offices. The company originated as a financial education platform and evolved into a licensed investment broker. Core business lines include variable-income trading, portfolio structuring, capital raising, and wealth advisory for affluent clients. The organization is structured primarily around finance and sales functions, with emerging data and engineering teams supporting reporting, dashboards, and operational systems. Compliance and order operationalization represent significant operational overhead, reflecting regulatory requirements of the investment industry in Brazil.

HeadquartersItajaí, SC

Company Size1,001–5,000 employees

Founded2008

Hiring MarketsBrazil

Frequently Asked Questions

What is EQI Investimentos tech stack?

Salesforce, Excel, Power BI, Tableau, Bloomberg, SQL, Python, JavaScript, PostgreSQL, MongoDB, Apache Spark, AWS, Azure, and emerging AI tools (LangChain, OpenAI). Actively adopting Azure infrastructure.