Goodwood Consulting

Goodwood Consulting is a HubSpot Diamond Solutions Partner specializing in technology integration and CRM architecture for investment managers, RIAs, and financial institutions. Based in Baton Rouge, Louisiana, we help firms streamline their marketing, sales, and investor relations efforts, ultimately accelerating growth and improving capital raising efficiency. We don't just implement HubSpot; we build bespoke environments tailored to the unique workflows of the financial services industry, replacing manual processes with deterministic automation and connecting critical systems. Goodwood Consulting’s expertise extends to CRM architecture, operations & automation, data integration, and ongoing systems administration, ensuring your technology supports your firm’s long-term success. With over 75 financial services clients and $140B+ in AUM supported, we’re a strategic partner dedicated to maximizing the value of your HubSpot investment.