W1 Consultoria Tech Stack

Financial advisory firm scaling operations and ML capabilities across Brazil

Financial Services São Paulo, SP 501–1,000 employees Founded 2010 Privately Held

W1 is a 400-person financial consultancy operating since 2010 across wealth planning, tax strategy, and estate structuring. The stack combines traditional BI (Power BI, Salesforce, HubSpot) with modern data infrastructure (BigQuery, Redshift, Snowflake, Python, SQL), and active projects around ETL automation and ML deployment signal a shift toward data-driven advisory. Hiring is accelerating across finance, ops, and data roles, with concurrent focus on sales funnel efficiency and corporate restructuring—typical of a consulting firm maturing from relationship-driven to process-driven delivery.

Tech Stack 59 technologies

Core StackPython Power BI BigQuery Redshift Snowflake Figma Confluence HubSpot Salesforce Jira Miro ClickUp AWS Active Directory SQL Git Excel Pipedrive Microsoft Project PowerPoint Instagram LinkedIn TikTok YouTube ChatGPT Midjourney ElevenLabs Notion Google Drive Google Calendar+29 more

What W1 Consultoria Is Building

◆Challenges

Model monitoring and traceability
Data privacy risk mitigation
Mitigating tax compliance risks
Model reliability in production
Conformidade fiscal
Data reliability and scalability
Mergers and acquisitions
Lack of sales process efficiency
Performance improvement
Office expansion

▲Active Projects

Corporate restructuring
Etl automation
Regional growth strategy
Structuring sales funnel flow
Implementing hubspot crm
New office implementation
Holdings patrimoniais projects
Consultoria patrimonial aplicada
Business academy
Ml model deployment and evolution

Hiring Activity

Accelerating65 roles · 40 in 30d

Department

Finance

Ops

Sales

Data

Engineering

Legal

Design

Seniority

Mid

Junior

Senior

Director

Intern

Lead

Notable leadership hires: UX/UI Head, Tech Lead, Head de Treinamentos Comerciais, Commercial Director

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About W1 Consultoria

W1 provides financial consultancy and wealth management services to Brazilian clients, with stated reach of over 100,000 customers since 2010. The service portfolio spans financial education, tax planning, succession planning, asset protection, and retirement advisory. Operationally, the firm is structured around a sales organization (HubSpot/Salesforce pipeline), a finance and compliance layer managing regulatory and tax risk, and an emerging data and engineering function building internal analytics and production ML systems. Current strategic priorities include regional office expansion, sales process standardization, and infrastructure modernization to support both growth and risk management.

HeadquartersSão Paulo, SP

Company Size501–1,000 employees

Founded2010

Hiring MarketsBrazil

Frequently Asked Questions

What is W1 Consultoria's tech stack?

Core tools include SQL, Python, Power BI, HubSpot, and Salesforce for operations and sales. Data infrastructure spans BigQuery, Redshift, and Snowflake. Development and collaboration use Git, Jira, Confluence, Figma, and AWS.

What is W1 Consultoria working on?

Active projects include ETL automation, ML model deployment, HubSpot CRM implementation, sales funnel restructuring, corporate restructuring, and a business academy initiative. Concurrent pain points include model monitoring, data reliability, and sales process efficiency.