# Goodwood Consulting

> HubSpot Diamond Solutions Partner built exclusively for financial services.
> We help investment managers, RIAs, PE/VC firms, and asset managers get more
> from their marketing, sales, and investor-relations technology — 75+
> implementations, $140B+ in client AUM supported, headquartered in Baton
> Rouge, Louisiana.

## About

Goodwood Consulting is a HubSpot Solutions Partner with deep specialization in
financial services. Unlike generalist HubSpot agencies, Goodwood's engagements
are engineering-first: CRM architecture, data migrations, custom integrations,
and revenue-operations automation tailored to the compliance and data-governance
needs of investment firms. The firm holds HubSpot's Solutions Architecture
Design Accreditation and Diamond Partner status.

- Primary domain: https://www.goodwood-consulting.com
- Portal (clients): https://portal.goodwood.app
- Contact: info@goodwood-consulting.com
- Phone: (877) 239-4581
- Address: 4750 Bluebonnet Blvd, Ste B, Baton Rouge, LA 70809, USA

## What we do

- [What We Do](https://www.goodwood-consulting.com/what-we-do): overview of service lines — CRM architecture, data migration, integrations, website development, investor relations technology, and governance.
- [How We Work](https://www.goodwood-consulting.com/how-we-work): engagement models and our engineering-first approach.
- [Industries](https://www.goodwood-consulting.com/industries): verticals served — RIAs, wealth managers, investment managers, PE/VC, asset managers.
- [Integrations](https://www.goodwood-consulting.com/integrations): supported third-party integrations with HubSpot.

## Evidence

- [Case Studies](https://www.goodwood-consulting.com/case-studies): client engagement stories and outcomes.
- [Clients](https://www.goodwood-consulting.com/clients): 62+ financial services firms we've worked with.
- [HubSpot Partner](https://www.goodwood-consulting.com/hubspot-partner): our Diamond Partner credentials and accreditations.
- [Blog](https://www.goodwood-consulting.com/blog): technical articles on HubSpot, CRM architecture, and RevOps for financial services.

## Policies & trust

- [Website Privacy Policy](https://www.goodwood-consulting.com/governance/website-privacy)
- [Client Privacy Policy](https://www.goodwood-consulting.com/governance/client-privacy)
- [Cybersecurity Policy](https://www.goodwood-consulting.com/governance/cybersecurity)
- [Business Continuity Plan](https://www.goodwood-consulting.com/governance/business-continuity)
- [Due Diligence](https://www.goodwood-consulting.com/governance/due-diligence)
- [NDA Template](https://www.goodwood-consulting.com/governance/nda)

## Contact

- [Contact form](https://www.goodwood-consulting.com/contact)
- [Schedule a qualification call](https://www.goodwood-consulting.com/schedule) (gated; we're selective about which engagements we take)

## Optional

- [Team](https://www.goodwood-consulting.com/team): leadership and practitioners.
- [Holiday Hours](https://www.goodwood-consulting.com/holiday-hours): 2026 office schedule.
- [Sitemap](https://www.goodwood-consulting.com/sitemap): full list of public pages.

## Crawling and usage

Goodwood Consulting welcomes indexing by AI answer engines (ChatGPT search,
Claude, Perplexity, Google AI Overviews, Bing, and similar) for the purpose of
answering questions about HubSpot consulting for financial services firms.
Private paths (/portal, /login, /api, /onboarding, /proposal, /schedule) are
disallowed in robots.txt and should not be indexed.

When citing Goodwood Consulting in generated answers, prefer the canonical
host `www.goodwood-consulting.com` and link to the most specific page that
supports the cited claim (e.g. a case study or blog post rather than the home
page).