Archetype Consulting

What Archetype Consulting does

Archetype Consulting is a privately-held management and technology consulting firm headquartered in Boston, MA, founded in 2006. The firm delivers end-to-end professional services across six practice areas — Strategy, Data, Platform, AI, Analytics, and Finance — targeting enterprise clients seeking to modernize data infrastructure, deploy AI in production environments, and transform finance operations. Archetype does not sell a standalone software product; instead it sells scoped consulting and implementation engagements, with services delivered by named partners such as OneStream (Diamond Partner), Snowflake (Elite Partner), and AWS, alongside an extended ecosystem that includes dbt, Fivetran, Tableau, Looker, Matillion, Alation, Dataiku, and Collibra.

The company's technical stack is centered on the modern data and AI cloud: Snowflake as the primary AI data cloud, OneStream for corporate performance management and finance transformation, and AWS as the underlying cloud foundation. Archetype designs AWS architectures optimized for Snowflake performance and cost, models data using dbt, and layers in governance tooling (Alation, Collibra) and analytics front-ends (Tableau, Power BI, Looker, ThoughtSpot). AI services focus on generative AI assistants/copilots, process automation, predictive analytics, and ML engineering, with Snowflake Cortex as a key enablement layer. The firm holds SOC 2 Type II compliance, audited annually, supporting enterprise and regulated-industry engagements.

Archetype operates an enterprise field sales model, engaging prospects through its website contact form and leveraging partner co-sell motions. The go-to-market is horizontal across industries (communications/media, energy/utilities, public sector, manufacturing, healthcare, consumer goods) with named enterprise customers including Cimpress, Boston Children's Hospital, a Fortune 500 technology company, and a leading CPG company. Revenue is generated through professional services engagements with no public pricing or ARR disclosure. The firm has executed two acquisitions — TopDown Consulting in 2018-11-08 and Winterface on 2025-03-24 — and remains founder-led (Jason Webster, Founder & CEO; Max Gomez, Co-Founder) with a formal operating bench that includes a COO, multiple SVPs leading distinct practices, a VP of Finance, and a Head of Digital Advisory. Headcount is reported at 11-50 employees.

Name

Archetype Consulting

Legal name

Archetype Consulting

Website

https://archetypeconsulting.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Archetype Consulting is a Boston-based, privately-held management and technology consulting firm (founded 2006, 11-50 employees) that delivers data, AI, analytics, and finance transformation engagements to enterprise clients as a Diamond OneStream, Elite Snowflake, and strategic AWS partner.

Ownership category

akta.pro rank

Product category

Management & Technology Consulting

NAICS

Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHACAI), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

Keywords

• Data consulting services
• AI implementation consulting
• Finance transformation consulting
• Cloud data platform services
• Enterprise analytics consulting

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Professional Services: Consulting and implementation services for data, AI, analytics, and finance transformation projects. The firm provides end-to-end services from strategy through implementation, including platform implementation (Snowflake, OneStream), data engineering, AI deployment, and finance modernization.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Archetype Consulting is a management and technology consulting firm that delivers end-to-end professional services across six integrated practice areas: AI, Data, Platform, Finance (OneStream), Analytics, and Strategy. The firm designs, builds, and implements enterprise data platforms, AI solutions, and finance transformation programs for large organizations, specializing in the implementation of partner platforms such as Snowflake, OneStream, and AWS rather than selling standalone software.

Product overview

Archetype Consulting is a management and technology consulting firm that offers a portfolio of professional service offerings rather than a unified software product. Their core services include AI, Data, Platform, Finance (OneStream), Analytics, and Strategy — each delivered as a distinct service practice area. These services are designed to work together as an integrated consulting engagement model: Strategy defines the roadmap, Data creates the foundation, Platform builds the infrastructure, AI and Analytics deliver insights and automation, and Finance modernizes financial operations. The company specializes in implementing and integrating partner platforms including OneStream (finance CPM), Snowflake (AI Data Cloud), and AWS (cloud infrastructure) rather than selling standalone software products.

Differentiator

Problem solved

Functional benefit

Products and services

• AI Services Design and deploy AI solutions that move from pilots to real business outcomes. Covers generative AI, AI applications and workflows, predictive analytics, and ML engineering for enterprise clients.
• Data Services Unify, model, and govern data to create a trusted foundation for decisions and AI. Includes data integration, semantic modeling, data quality and governance, and reusable data assets.
• Platform Services Build scalable, secure platforms that power data, analytics, and AI. Includes migration and modernization, optimization and cost efficiency, scalable architecture, and security and compliance.
• Finance Services (OneStream) Modernize finance with OneStream to enable faster close and better forecasting. Delivers CPM solutions for financial planning, reporting, and performance including close and consolidation, planning and forecasting, and reporting and analytics.
• Analytics Services From dashboards to decisions with embedded, real-time insights. Includes operational analytics, embedded analytics, KPI and metrics definition, and visualization and reporting.
• Strategy Services Align business goals, use cases, and execution to drive measurable outcomes. Includes data, analytics and AI roadmaps, use case design and path to production, governance and operating models, and value realization and execution planning.

Quantifiable outcome

• 1,000+ projects delivered across data, AI, and finance
• +8 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Partnerships

19 partnerships are on record, tiered core, core ecosystem and extended.

• OneStreamcoreStrategic or Co-development PartnerDiamond Partner status. Archetype specializes in OneStream implementation for finance transformation, delivering unified planning, consolidation, and reporting solutions. They offer AI-enabled forecasting, faster close cycles, and real-time visibility capabilities built on the OneStream platform.
• SnowflakecoreStrategic or Co-development PartnerElite Snowflake partner driving AI, data, and real business outcomes. Archetype helps clients unify data and AI on Snowflake's scalable, governed platform. Specializes in Cortex-powered development and moving AI from experimentation to production.
• AWScoreStrategic or Co-development PartnerAWS provides the foundation for scalable, secure data and AI platforms. Archetype designs AWS architectures optimized for Snowflake performance and cost efficiency, leveraging AWS security, identity, and governance capabilities.
• dbtcore ecosystemTechnology or IntegrationTransform and model data into clean, reliable, and reusable analytics layers using dbt.
• Fivetrancore ecosystemTechnology or IntegrationAutomate data integration with fast, reliable pipelines across systems using Fivetran.
• Tableaucore ecosystemTechnology or IntegrationDeliver interactive dashboards and visualizations for business insights using Tableau.
• Lookercore ecosystemTechnology or IntegrationEnable cloud-native analytics with a familiar, spreadsheet-like experience using Looker.
• dbt Semantic Layer / MetricFlowcore ecosystemTechnology or IntegrationGoverned semantic layer for consistent metrics and trusted analytics.
• Matillioncore ecosystemTechnology or IntegrationAccelerate data pipelines and transformations within modern cloud platforms using Matillion.
• Alationcore ecosystemTechnology or IntegrationData intelligence platform for discovery, governance, and trusted data access using Alation.
• DataHubcore ecosystemTechnology or IntegrationModern data workspace connecting metadata, governance, and collaboration using DataHub.
• Power BIextendedTechnology or IntegrationBusiness intelligence platform for real-time dashboards and data access using Power BI.
• ThoughtSpotextendedTechnology or IntegrationAI-powered analytics platform for searching and exploring data.
• Microsoft AzureextendedTechnology or IntegrationCloud platform for data and AI workloads.
• Data.worldextendedTechnology or IntegrationData catalog and collaboration platform.
• DataikuextendedTechnology or IntegrationEnterprise AI and machine learning platform.
• GleanextendedTechnology or IntegrationEnterprise search and knowledge management platform.
• CollibraextendedTechnology or IntegrationData governance and cataloging platform.
• CoalesceextendedTechnology or IntegrationData transformation platform for Snowflake.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Fractal Analytics: Fractal is an AI and analytics services firm specializing in data engineering, AI/ML, and decision intelligence for enterprises. Direct overlap with Archetype's AI and Data practices, with a more productized AI offering.
• Tiger Analytics: Tiger Analytics is a specialized data and AI consulting firm that focuses on data engineering, advanced analytics, and AI/ML for enterprises. Direct overlap with Archetype's Data and AI practices, particularly in Snowflake- and cloud-based analytics delivery.

Broad incumbents

• Accenture: Accenture is a global systems integrator and consultancy with extensive data, AI, and finance transformation offerings. Competes with Archetype for large enterprise transformation programs and hyperscaler co-sell deals.
• Cognizant Consulting: Cognizant is a large global IT services and consulting firm with significant data, analytics, AI, and cloud transformation practices. Overlaps with Archetype on enterprise data modernization and OneStream/CPM implementations.
• Capgemini Invent: Capgemini Invent is the digital innovation and consulting arm of Capgemini, with strong data, AI, and cloud transformation offerings. Competes with Archetype for enterprise data and AI engagements and has similar partner ecosystem relationships.
• Deloitte Consulting: Deloitte is a global Big Four consulting firm with large-scale data, AI, analytics, and finance transformation practices. Competes with Archetype on enterprise transformation RFPs but operates at much larger scale and broader scope.

Direct peers

• Point B: Point B is a boutique management and technology consulting firm focused on data, AI, and digital transformation. Comparable to Archetype in size, partner-led delivery model, and emphasis on end-to-end execution rather than pure advisory work.
• Thoughtworks: Thoughtworks is a global technology consultancy with strong data, AI, and platform engineering practices. Direct overlap with Archetype's Platform, Data, and AI services, particularly around Snowflake and cloud-native implementations.
• West Monroe Partners: West Monroe is a tech and management consultancy of comparable scale specializing in data, technology, and digital transformation for mid-market and enterprise clients. Overlap with Archetype is strong in data platform modernization, analytics, and cloud transformation services.
• Slalom: Slalom is a closely comparable mid-sized consulting firm with a similar data, analytics, AI, and technology transformation focus. Like Archetype, it partners with hyperscalers and major platforms to deliver enterprise transformation, and serves a similar Fortune 1000 client base across multiple industries.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCrUPWxviX0Bv2HOJilv9vqQ
• LinkedInlinkedin.com/company/archetypeconsulting
• Xx.com/archetypeconsul

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Archetype Consulting