Faz Capital Tech Stack

Financial advisory and investment management for Brazilian wealth clients

Financial Services Porto Alegre, Rio Grande do Sul 201–500 employees Founded 2017 Privately Held

Faz Capital operates as a credentialed investment advisory firm (XP-affiliated) serving 12,000+ active clients across wealth planning, capital markets, and retirement strategies. The tech stack is pragmatic—Jira, Salesforce, HubSpot, and Mailchimp for core operations—paired with n8n for internal automation, signaling a push to reduce manual backoffice work. Hiring leans finance (7 roles) and sales (5 roles) with marketing acceleration (multiple leadership hires), indicating a shift toward branded growth and partner acquisition alongside operational efficiency.

Tech Stack 21 technologies

Core StackJira Confluence Bitbucket HubSpot Salesforce Adobe Photoshop Adobe Illustrator Adobe InDesign Canva WordPress Mailchimp n8n Google Analytics CRM CapCut Excel Microsoft Office Teams Elementor HTML CSS

What Faz Capital Is Building

◆Challenges

Improving lead conversion
Optimizing communication processes
Optimizing backoffice communication
Align marketing strategy with business objectives
Budget optimization
Partner acquisition
Increasing transaction volume
Optimizing currency margin
Optimize operations
Monitoring team performance

▲Active Projects

Integrated marketing strategy execution
Brand identity strengthening campaigns
Corporate event management
Landing page development
Email marketing automation
Integration automation with n8n

Hiring Activity

Steady20 roles · 9 in 30d

Department

Finance

Sales

Engineering

Marketing

Ops

Design

Executive

Seniority

Mid

Junior

Senior

Director

Lead

Manager

Notable leadership hires: Investor Head, Marketing Head, Head Marketing

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About Faz Capital

Faz Capital is a privately held financial advisory firm based in Porto Alegre, managing R$ 6 billion in assets under management. The firm combines investment advisory services—credentialed through XP—with financial planning, tax/succession strategies, insurance, and foreign exchange services. Beyond traditional wealth management, the company frames itself as a financial guidance center, helping clients build long-term independence and reshape their relationship with wealth. With 280+ employees and 12,000 active clients, operations span personalized client advisory, capital markets execution, risk management, and succession planning.

HeadquartersPorto Alegre, Rio Grande do Sul

Company Size201–500 employees

Founded2017

Hiring MarketsBrazil

Frequently Asked Questions

What is Faz Capital's client base and assets under management?

Faz Capital serves 12,000+ active clients with R$ 6 billion under management. The firm is credentialed as an XP-affiliated investment office, offering investment advisory, financial planning, and wealth strategies.

What technology does Faz Capital use for operations?

Core stack: Jira, Salesforce, HubSpot, Mailchimp, Google Analytics, Microsoft Office, and Teams. Recently adopted n8n for backoffice automation to reduce manual communication and operational friction.