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.
Fairview Partners
Boutique wealth management firm specializing in retirement planning and preservation.
First Manhattan
Financial services firm providing fund administration, compliance, and operational support to investment managers.
Gondola Partners
Alternative investment fund manager providing institutional-quality solutions.
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.
Lyrical Partners
Concentrated value equity manager serving institutional investors and family offices.
Magenta Funding
Alternative capital provider offering revenue-based financing to small businesses.
Monticello Asset Management
Boutique investment manager providing institutional-quality strategies to financial advisors and family offices.
Monticelloam
Specialized lending platform focused on multifamily and seniors housing bridge loans.
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.
Addison Capital
Private equity firm focused on lower middle market industrial and business services.
Addison Capital
Private equity firm focused on lower middle market industrial and business services.
Client since 2022
Advisory Research
Registered investment advisor providing personalized wealth management for high-net-worth clients.
Advisory Research
Registered investment advisor providing personalized wealth management for high-net-worth 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
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
Sponsor of the first U.S.-listed catastrophe bond ETF on the NYSE.
Brookmont Capital
Sponsor of the first U.S.-listed catastrophe bond ETF on the NYSE.
Cap-Force ETF
ETF issuer managing IBD-based equity strategies in the Capital-Force ETF Trust.
Cap-Force ETF
ETF issuer managing IBD-based equity strategies in the Capital-Force ETF Trust.
Client since 2024
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.
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
Deep Field Asset Management
Quantitative asset manager leveraging data-driven strategies.
Deep Field Asset Management
Quantitative asset manager leveraging data-driven strategies.
Diazo Wealth
Modern wealth management practice serving next-generation clients.
Diazo Wealth
Modern wealth management practice serving next-generation clients.
Client since 2023
Fairview Partners
Boutique wealth management firm specializing in retirement planning and preservation.
Fairview Partners
Boutique wealth management firm specializing in retirement planning and preservation.
Client since 2022
First Manhattan
Financial services firm providing fund administration, compliance, and operational support to investment managers.
First Manhattan
Financial services firm providing fund administration, compliance, and operational support to investment managers.
Client since 2020
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 2023
Gondola Partners
Alternative investment fund manager providing institutional-quality solutions.
Gondola Partners
Alternative investment fund manager providing institutional-quality solutions.
Client since 2022
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
Haddam Road Advisors
SEC-registered investment adviser providing financial planning and portfolio management.
Haddam Road Advisors
SEC-registered investment adviser providing financial planning and portfolio management.
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
Hodges Private Client
Private wealth division providing comprehensive financial planning.
Hodges Private Client
Private wealth division providing comprehensive financial planning.
Client since 2021
Honeycomb Digital Investments
Digital-first investment platform bridging traditional finance and technology.
Honeycomb Digital Investments
Digital-first investment platform bridging traditional finance and technology.
Icon Advisers
Quantitative value-based investment manager offering mutual funds and tactical portfolios.
Icon Advisers
Quantitative value-based investment manager offering mutual funds and tactical portfolios.
Client since 2021
Impact Shares
Nonprofit ETF sponsor creating values-aligned investment products.
Impact Shares
Nonprofit ETF sponsor creating values-aligned investment products.
Indyfin
Financial technology platform connecting consumers with vetted financial advisors.
Indyfin
Financial technology platform connecting consumers with vetted financial advisors.
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
SEC-registered investment adviser managing equity and bond portfolios since 1981.
Lathrop Investment Management
SEC-registered investment adviser managing equity and bond portfolios since 1981.
Leatherback Asset Management
Active ETF manager offering liquid long/short alternative yield strategies.
Leatherback Asset Management
Active ETF manager offering liquid long/short alternative yield strategies.
Client since 2020
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 2024
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 2022
Long Short Advisors
Mutual fund company providing liquid access to hedge fund long/short equity strategies.
Long Short Advisors
Mutual fund company providing liquid access to hedge fund long/short equity strategies.
Client since 2018
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 2021
Lyrical Partners
Concentrated value equity manager serving institutional investors and family offices.
Lyrical Partners
Concentrated value equity manager serving institutional investors and family offices.
Client since 2023
Magenta Funding
Alternative capital provider offering revenue-based financing to small businesses.
Magenta Funding
Alternative capital provider offering revenue-based financing to small businesses.
Client since 2025
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
Monticello Asset Management
Boutique investment manager providing institutional-quality strategies to financial advisors and family offices.
Monticello Asset Management
Boutique investment manager providing institutional-quality strategies to financial advisors and family offices.
Client since 2025
Monticelloam
Specialized lending platform focused on multifamily and seniors housing bridge loans.
Monticelloam
Specialized lending platform focused on multifamily and seniors housing bridge loans.
Client since 2025
Mossy Creek Wealth
Independent wealth management firm providing financial planning in Virginia.
Mossy Creek Wealth
Independent wealth management firm providing financial planning in Virginia.
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
Prostatis Financial
Fee-only investment advisory firm providing retirement and tax planning.
Prostatis Financial
Fee-only investment advisory firm providing retirement and tax planning.
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.
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.
UX Wealth Partners
AI-powered turnkey asset management platform for growth-minded RIAs.
UX Wealth Partners
AI-powered turnkey asset management platform for growth-minded RIAs.
Client since 2023
Vineyard Global Advisors
Fee-only investment manager offering quantitative and income-focused strategies for RIAs.
Vineyard Global Advisors
Fee-only investment manager offering quantitative and income-focused strategies for RIAs.
Client since 2021
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
YieldMax
ETF issuer specializing in option income strategies, providing high-yield investment products to retail investors.
YieldMax
ETF issuer specializing in option income strategies, providing high-yield investment products to retail investors.
Client since 2024
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 2022
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.
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