Goodwood Consulting
goodwood-consulting.comIn its own words
“"We don't just 'set up' HubSpot. We architect, engineer, and operate the revenue technology stack for financial institutions"”
Services
- Revops (CRM, Hubspot, Salesforce, Monday)
- Web & App Development
- Strategy & Consulting
- Retention Marketing (Email, SMS & Loyalty)
- AI & Analytics
Industries
- Education & Non-Profit
- Financial Services
- Fintech
- Lending & Mortgage
- Wealth Management
- Professional Services
- Consulting
Based on 63 named clients.
Selected work
Projects Goodwood Consulting publishes on its own site.
- 01
Janes Capital Partners
Custom Content Distribution & Blog Subscription System
Financial ServicesView project - 02
Cobalt-Magenta Funding
HubSpot Institutionalization & Lending Workflow Automation
Lending & MortgageView project - 03
Crawford Investment Counsel
Website redesign drove 350% traffic increase for $8B RIA
Wealth ManagementView project
Clients they name
63 companies named on Goodwood Consulting’s site.
- Addison Capital
- Advisory Research
- Amplify ETFs
- Amplify Investments
- Bison Holdings
- Bison Wealth
- Blueprint Investment Partners
- Brentview Investment Management
- Brookmont (ILS ETF)
- CAEL
- Capital-Force ETF
- Cobalt-Magenta Funding
- Community Capital Management
- Connors Investor Services
- Crawford Investment Counsel
- CrossingBridge Advisors
- Deep Field Asset Management
- Diazo Wealth
- Fairview
- flexPATH Strategies
- FMC Group Holdings, LP.
- Gator Capital Management
- Gondola Partners (Hatteras)
- Greenbox Capital
- Greenrock Research
- Haddam Road Advisors
- Hodges Capital Management
- Hodges Private Client
- Honeycomb Digital Investments
- Icon Advisers
- Impact Shares
- Indyfin
- Janes Capital Partners
- Kensington Asset Management
- Lathrop Investment Management
- Lathrop Investment Management Company
- Leatherback Asset Management
- Libertas Funding
- Liquid Strategies
- Long Short Advisors
- Lyrical Asset Management
- Lyrical Partners
- Matrix Applications
- Members Wealth
- Monticelloam, LLC
- Mossy Creek Wealth
- Owls Nest Partners
- Practice Management Group (PMG)
- Prostatis Financial
- Revitate
- Roosevelt Capital Management
- Sleeping Giant Capital
- Standish Management
- Thor Financial Technologies
- Tidal Financial Group
- True West Consulting
- UX Wealth Partners
- Vineyard Global Advisors
- Virtus Real Estate Capital
- Wealthstone Group
- Yayati
- YieldMax
- Yorktown Funds
How they work
Engagement
Initial system assessment and implementation, then transition into an ongoing Revenue Operations partnership / multi-year retainer as an embedded fractional technology team; average client engagement exceeds 3 years
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