One Investimentos Tech Stack

Investment advisory platform linked to Brazil's largest investment bank

Capital Markets Nova Lima, Minas Gerais 51–200 employees Founded 2016 Privately Held

One Investimentos operates as a major affiliated advisory office within BTG Pactual's network, covering wealth management, corporate advisory, and real-estate fund distribution across seven Brazilian cities. The tech stack—Excel, Power BI, Python, SQL, and HubSpot automation—reflects a finance-operations-first organization in transition: 8 of 13 active hiring roles are in finance, but concurrent work on HubSpot automation and digital tool implementation signals a shift toward operational efficiency and CRM-driven client workflows.

Tech Stack 19 technologies

Core StackPower BI Python Power Automate Node.js NestJS Express HubSpot Make Salesforce JavaScript AWS Excel SQL VBA Fastify GCP Azure HTML CSS

What One Investimentos Is Building

◆Challenges

Scalable systems for business growth
Transforming social media into strategic assets
Ensuring brand consistency
Operational and regulatory risk mitigation
Documentation inconsistency identification
High complexity estate planning
Crm operations efficiency

▲Active Projects

Variable income projects
Fixed income projects
Public offer operations
Market mapping for cost and positioning
New strategy development for the desk
Customized wealth solutions
Hubspot automation flows
Hubspot integrations
Digital tool implementation

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Finance

Engineering

Marketing

Ops

Sales

Seniority

Mid

Senior

Junior

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About One Investimentos

One Investimentos is an investment advisory firm founded in 2016 and affiliated with BTG Pactual, Latin America's largest investment bank. Operating from Nova Lima (headquarters) with branch offices in São Paulo, Rio de Janeiro, Brasília, Porto Alegre, Caxias do Sul, and Manaus, the firm serves high-net-worth clients and corporations across wealth planning, fixed-income and equity investments, succession planning, and real-estate fund strategies. Current operational priorities include scaling systems to support business growth, improving CRM efficiency through HubSpot automation, and developing customized wealth solutions alongside variable and fixed-income desk operations.

HeadquartersNova Lima, Minas Gerais

Company Size51–200 employees

Founded2016

Hiring MarketsBrazil

Frequently Asked Questions

What tech stack does One Investimentos use?

Excel, Power BI, Python, SQL, VBA, Node.js, NestJS, AWS, GCP, Azure, HubSpot, Salesforce, and Make. The stack emphasizes data analysis and client-relationship automation.

Where is One Investimentos headquartered?

Nova Lima, Minas Gerais, Brazil. The firm also operates branch offices in São Paulo, Rio de Janeiro, Brasília, Porto Alegre, Caxias do Sul, and Manaus.