Vantage Point is now featured on the Kitces Advisor Services Map — the industry's most widely referenced directory of outsourcing and service providers for financial advisors. For advisory firms evaluating who to trust with their CRM, data, and AI initiatives, that inclusion is a useful signal of credibility.
Quick Answer
Vantage Point appears on the Kitces Advisor Services Map, a curated directory maintained by Michael Kitces' Nerd's Eye View team (in collaboration with Joe Moss of Advisor Tech Book) that catalogs vetted service providers across the financial advisory ecosystem. The map helps RIAs and advisory firms find specialized partners — from TAMPs and RIA platforms to marketing, operations, and technology consultants. Vantage Point's place on it reflects our long track record helping advisory firms get more out of Salesforce, HubSpot, and their data.
TL;DR
- The Kitces Advisor Services Map is a clickable directory of outsourcing and service providers for financial advisors, organized across major categories.
- It's produced by the Kitces.com (Nerd's Eye View) team in collaboration with Joe Moss of Advisor Tech Book.
- Vantage Point is featured as a technology and CRM implementation partner for advisory firms.
- We've supported RIAs and advisory firms since 2007, and we're also listed in Schwab Advisor Services' provider directory.
- If you're an advisory firm planning a CRM, data, or AI project, this is a good moment to talk to a senior-led, US-based, employee-owned partner.
What Is the Kitces Advisor Services Map?
The Kitces Advisor Services Map is a regularly updated directory that maps the landscape of outsourcing and service providers serving financial advisors. Published by Michael Kitces' Nerd's Eye View team — one of the most trusted independent voices in the advisory profession — the map is formatted as a clickable PDF that links directly to each provider's website.
Categories on the map span the full operational surface of a modern advisory firm: TAMP and RIA platform providers, marketing consultants, business coaches, outsourced virtual assistants, operations support, compliance, and technology specialists. It's produced in collaboration with Joe Moss of Advisor Tech Book, and firms can submit providers for consideration through the Kitces.com site.
For advisors, the map is a starting point for a hard question: who can I trust to help me run and grow my firm? Inclusion isn't a paid placement scheme — it's a curated reference, which is exactly why it carries weight.
Why Vantage Point Is on the Map
Vantage Point is a US-based, employee-owned consultancy that helps organizations — including RIAs and advisory firms — get measurable value from Salesforce, HubSpot, and their data. We've been serving the advisory community for a long time: we've been listed in Schwab Advisor Services' provider directory for RIAs since 2007.
A few things set our work apart for advisory firms:
- Senior-only consultants. Every engagement is staffed with experienced practitioners — not junior resources learning on your project.
- Depth across platforms. As a Salesforce partner and a HubSpot Gold Solutions Partner, we help firms choose, implement, and optimize the right CRM foundation rather than forcing a single tool.
- A track record that compounds. 150+ clients, 400+ engagements, a 4.71/5.0 average client rating, and 95% client retention.
- A data-first view of AI. Advisory firms are under pressure to "do something with AI." We help them get their data and processes ready first — because AI built on shaky data foundations rarely survives contact with production.
That last point matters in 2026. The advisory firms asking us about AI agents, Agentforce, and Claude almost always have the same underlying need: trustworthy, well-governed client data inside a CRM that actually reflects how the firm works.
What This Means If You're an Advisory Firm
Being on the Kitces Advisor Services Map is helpful for advisors precisely because the profession is crowded with vendors and consultants making similar promises. A curated, independent reference cuts through some of that noise. But a listing is a starting point, not a decision. Before you engage any technology or CRM partner, you should still vet them carefully — references, relevant experience, delivery model, and how they handle data and governance.
We wrote a full guide on exactly that: how to vet a Salesforce or HubSpot consulting partner in 2026. The short version: ask about senior staffing, real client outcomes, integration depth, and whether the partner gives you vendor-agnostic advice or just sells what they're certified to sell.
Where to See the Map and Connect With Us
- View the directory: Kitces Advisor Services Map
- Explore our Salesforce services: Vantage Point Salesforce consulting
- Explore our HubSpot services: Vantage Point HubSpot consulting
- Learn about our partnerships: Vantage Point partners
If your firm is planning a CRM migration, a data cleanup, or its first real AI project, we'd be glad to talk.
Frequently Asked Questions
What is the Kitces Advisor Services Map? It's a curated directory, maintained by Michael Kitces' Nerd's Eye View team in collaboration with Joe Moss of Advisor Tech Book, that catalogs outsourcing and service providers for financial advisors across categories like TAMPs, RIA platforms, marketing, operations, compliance, and technology.
Is being on the map a paid advertisement? No. The map is a curated reference directory rather than a pay-to-play ad placement, which is part of why advisors treat it as a trusted resource. Firms can submit themselves for consideration, but inclusion reflects relevance to the advisory community.
Why is Vantage Point included? Vantage Point is a US-based, employee-owned Salesforce and HubSpot consultancy with a long history of serving RIAs and advisory firms — including a listing in Schwab Advisor Services' provider directory dating back to 2007.
What does Vantage Point do for advisory firms? We help advisory firms select, implement, and optimize CRM platforms (Salesforce and HubSpot), clean and govern their data, integrate their systems, and build a responsible foundation for AI.
Does Vantage Point help with AI for advisors? Yes — but we start with data and process readiness. AI agents and assistants only perform as well as the data and governance behind them, so we help firms get that foundation right before deploying AI.
How do I choose the right technology partner for my firm? Look for senior-level staffing, relevant client outcomes, integration depth, and vendor-agnostic advice. Our partner vetting guide walks through the questions to ask.
How can my firm get in touch with Vantage Point? Visit vantagepoint.io to explore our Salesforce and HubSpot services and start a conversation about your CRM, data, or AI roadmap.
