Trusted by Leading Financial Institutions
We serve investment managers, RIAs, and financial technology firms ranging from $350M to $7B+ in assets under management.
By the Numbers
Select Partnerships
Select Partnerships
Long-standing client relationships that exemplify our depth of expertise and commitment to results.
Amplify ETFs
Thematic ETF sponsor managing innovative investment products across multiple distribution channels — one of Goodwood's longest-running ETF partnerships.
Blueprint Investment Partners
Systematic, rules-based investment strategist serving financial advisors via SMAs and ETFs.
Crawford Investment Counsel
Conservative equity income manager with a multi-decade track record — a long-standing Goodwood partnership in active equity management.
Greenrock Research
Independent investment research firm serving institutional and advisor markets.
Hodges Capital Management
Active equity manager focused on domestic small and mid-cap opportunities.
Janes Capital Partners
Middle-market investment bank specializing in aerospace and defense M&A transactions.
Kensington Asset Management
Tactical asset allocation specialist with risk-managed strategies.
Libertas Funding
Revenue-based financing provider offering growth capital to small and mid-sized businesses.
Liquid Strategies
Alternative investment manager providing hedge fund and liquid alternative solutions.
Lyrical Asset Management
Concentrated value equity manager serving institutional investors and family offices.
Sleeping Giant Capital
Place-based private equity firm acquiring and growing businesses in West Michigan.
Tidal Financial Group
ETF issuer and white-label platform enabling asset managers to bring ETF products to market efficiently.
Yayati
Quantitative investment technology firm providing wealth personalization infrastructure.
Client Portfolio
Firms We've Built For
From early-stage fintech to established asset managers, we partner with firms that take their CRM and operations seriously.
Advisory Research
Employee-owned Chicago asset manager whose principals invest alongside their clients.
Advisory Research
Employee-owned Chicago asset manager whose principals invest alongside their clients.
Client since 2023
Amplify ETFs
Thematic ETF sponsor managing innovative investment products across multiple distribution channels — one of Goodwood's longest-running ETF partnerships.
Amplify ETFs
Thematic ETF sponsor managing innovative investment products across multiple distribution channels — one of Goodwood's longest-running ETF partnerships.
Client since 2019
Bison Wealth
Independent wealth management firm serving individuals and families.
Bison Wealth
Independent wealth management firm serving individuals and families.
Client since 2022
Blueprint Investment Partners
Systematic, rules-based investment strategist serving financial advisors via SMAs and ETFs.
Blueprint Investment Partners
Systematic, rules-based investment strategist serving financial advisors via SMAs and ETFs.
Client since 2023
Brentview Investment Management
Boutique, minority-owned asset manager focused exclusively on dividend growth investing — a flagship Goodwood partnership since the firm's founding.
Brentview Investment Management
Boutique, minority-owned asset manager focused exclusively on dividend growth investing — a flagship Goodwood partnership since the firm's founding.
Client since 2019
Brookmont Capital
Asset manager behind the first catastrophe bond ETF, giving investors liquid access to insurance-linked securities.
Brookmont Capital
Asset manager behind the first catastrophe bond ETF, giving investors liquid access to insurance-linked securities.
CAEL
National nonprofit building education-to-employment pathways that expand economic mobility for adult learners.
CAEL
National nonprofit building education-to-employment pathways that expand economic mobility for adult learners.
Client since 2023
Capital-Force ETF
ETF adviser managing IBD-based equity strategies in the Capital-Force ETF Trust.
Capital-Force ETF
ETF adviser managing IBD-based equity strategies in the Capital-Force ETF Trust.
Client since 2025
Cobalt-Magenta Funding
Small business lender offering flexible funding with same-day approval and next-day funding.
Cobalt-Magenta Funding
Small business lender offering flexible funding with same-day approval and next-day funding.
Client since 2024
Community Capital Management
Fixed income manager building impact investing portfolios from bonds that finance community development.
Community Capital Management
Fixed income manager building impact investing portfolios from bonds that finance community development.
Client since 2024
Connors Investor Services
SEC-registered investment advisor specializing in small-cap equities and options strategies.
Connors Investor Services
SEC-registered investment advisor specializing in small-cap equities and options strategies.
Client since 2021
Crawford Investment Counsel
Conservative equity income manager with a multi-decade track record — a long-standing Goodwood partnership in active equity management.
Crawford Investment Counsel
Conservative equity income manager with a multi-decade track record — a long-standing Goodwood partnership in active equity management.
Client since 2020
CrossingBridge Advisors
Fixed income asset manager focused on short-duration and low-duration high-yield strategies.
CrossingBridge Advisors
Fixed income asset manager focused on short-duration and low-duration high-yield strategies.
Client since 2018
Diazo Wealth
Modern wealth management practice serving next-generation clients.
Diazo Wealth
Modern wealth management practice serving next-generation clients.
Client since 2020
Fairview Partners
Debt fund manager purchasing and originating senior secured real estate loans and bridge financings.
Fairview Partners
Debt fund manager purchasing and originating senior secured real estate loans and bridge financings.
First Manhattan Excelsior ETFs
Sponsor of actively managed equity ETFs built on First Manhattan's highest-conviction research ideas.
First Manhattan Excelsior ETFs
Sponsor of actively managed equity ETFs built on First Manhattan's highest-conviction research ideas.
Gator Capital Management
Long/short equity hedge fund focused exclusively on the financial sector.
Gator Capital Management
Long/short equity hedge fund focused exclusively on the financial sector.
Client since 2018
Gondola Partners
Alternative investment firm offering private equity and tax lien funds to a select group of financial advisors.
Gondola Partners
Alternative investment firm offering private equity and tax lien funds to a select group of financial advisors.
Greenbox Capital
Alternative small business lender providing merchant cash advances and short-term funding.
Greenbox Capital
Alternative small business lender providing merchant cash advances and short-term funding.
Client since 2020
Greenrock Research
Independent investment research firm serving institutional and advisor markets.
Greenrock Research
Independent investment research firm serving institutional and advisor markets.
Client since 2023
Hodges Capital Management
Active equity manager focused on domestic small and mid-cap opportunities.
Hodges Capital Management
Active equity manager focused on domestic small and mid-cap opportunities.
Client since 2021
Janes Capital Partners
Middle-market investment bank specializing in aerospace and defense M&A transactions.
Janes Capital Partners
Middle-market investment bank specializing in aerospace and defense M&A transactions.
Client since 2023
Kensington Asset Management
Tactical asset allocation specialist with risk-managed strategies.
Kensington Asset Management
Tactical asset allocation specialist with risk-managed strategies.
Client since 2020
Lathrop Investment Management Company
SEC-registered investment adviser managing equity and bond portfolios since 1981.
Lathrop Investment Management Company
SEC-registered investment adviser managing equity and bond portfolios since 1981.
Client since 2025
Libertas Funding
Revenue-based financing provider offering growth capital to small and mid-sized businesses.
Libertas Funding
Revenue-based financing provider offering growth capital to small and mid-sized businesses.
Client since 2023
Liquid Strategies
Alternative investment manager providing hedge fund and liquid alternative solutions.
Liquid Strategies
Alternative investment manager providing hedge fund and liquid alternative solutions.
Client since 2020
Lyrical Asset Management
Concentrated value equity manager serving institutional investors and family offices.
Lyrical Asset Management
Concentrated value equity manager serving institutional investors and family offices.
Client since 2023
Matrix Applications
Fintech service bureau providing collateral management and post-trade systems for institutions.
Matrix Applications
Fintech service bureau providing collateral management and post-trade systems for institutions.
Client since 2020
Members Wealth
Fee-based wealth management firm serving individuals and families in the Philadelphia area.
Members Wealth
Fee-based wealth management firm serving individuals and families in the Philadelphia area.
Client since 2022
Monticelloam, LLC
Multifamily and seniors housing lender specializing in bridge loans and credit risk management.
Monticelloam, LLC
Multifamily and seniors housing lender specializing in bridge loans and credit risk management.
Mossy Creek Wealth
Independent wealth management firm providing financial planning in Virginia.
Mossy Creek Wealth
Independent wealth management firm providing financial planning in Virginia.
Client since 2024
Owls Nest Partners
Growth-focused private equity firm investing in emerging companies.
Owls Nest Partners
Growth-focused private equity firm investing in emerging companies.
Client since 2022
Practice Management Group (PMG)
Practice management consultancy helping financial advisors grow revenue and run more efficient firms.
Practice Management Group (PMG)
Practice management consultancy helping financial advisors grow revenue and run more efficient firms.
Client since 2024
Revitate
Alternative investment platform focused on workforce housing and sports-anchored real estate.
Revitate
Alternative investment platform focused on workforce housing and sports-anchored real estate.
Client since 2021
Roosevelt Capital Management
Independent asset manager deploying client capital in fixed income and equity markets.
Roosevelt Capital Management
Independent asset manager deploying client capital in fixed income and equity markets.
Client since 2021
Sleeping Giant Capital
Place-based private equity firm acquiring and growing businesses in West Michigan.
Sleeping Giant Capital
Place-based private equity firm acquiring and growing businesses in West Michigan.
Client since 2024
Standish Management
Private fund administrator serving PE, VC, and real estate fund managers.
Standish Management
Private fund administrator serving PE, VC, and real estate fund managers.
Client since 2024
Thor Financial Technologies
Fintech provider of algorithmic model portfolios and ETF research for advisors.
Thor Financial Technologies
Fintech provider of algorithmic model portfolios and ETF research for advisors.
Client since 2023
Tidal Financial Group
ETF issuer and white-label platform enabling asset managers to bring ETF products to market efficiently.
Tidal Financial Group
ETF issuer and white-label platform enabling asset managers to bring ETF products to market efficiently.
Client since 2022
True West Consulting
Compliance and operational consulting firm supporting independent RIA formation.
True West Consulting
Compliance and operational consulting firm supporting independent RIA formation.
Virtus Real Estate Capital
Real estate private equity sponsor focused on recession-resilient property sectors.
Virtus Real Estate Capital
Real estate private equity sponsor focused on recession-resilient property sectors.
Client since 2021
Wealthstone Group
Wealth management firm specializing in alternative investments and real estate tax strategies.
Wealthstone Group
Wealth management firm specializing in alternative investments and real estate tax strategies.
Client since 2023
Yayati
Quantitative investment technology firm providing wealth personalization infrastructure.
Yayati
Quantitative investment technology firm providing wealth personalization infrastructure.
Client since 2026
Yorktown Funds
Boutique mutual fund family offering small-cap equity and fixed income strategies.
Yorktown Funds
Boutique mutual fund family offering small-cap equity and fixed income strategies.
Client since 2022
flexPATH Strategies
Target-date ETF specialist offering custom glidepath retirement solutions for plan sponsors.
flexPATH Strategies
Target-date ETF specialist offering custom glidepath retirement solutions for plan sponsors.
Client since 2021
Client Perspective
“Goodwood understands the nuances of financial services CRM like no other partner we've worked with. Their technical depth combined with industry knowledge is a rare combination.”
Engagement Model
Our Engagement Model
Our average client engagement exceeds 3 years. We begin with an initial system assessment and implementation, then transition into an ongoing Revenue Operations partnership — ensuring your infrastructure evolves alongside your business. This long-term approach means we deeply understand each client's data model, workflows, and growth trajectory.
Join Our Client Portfolio.
See how we can architect technology infrastructure tailored to your firm's unique requirements.
Schedule Consultation