HubSpot partner overview
HubSpot partner overview
Vantage Point is a HubSpot Gold Solutions Partner and a financial services focused systems integrator, founded in 2018 by a former wealth management COO. One team plans, builds, connects and supports HubSpot for firms where consent, audit trails and adoption decide whether a project succeeds. The experts you meet are the experts who deliver.
Platforms we deliver and connect
Clients we deliver for
Selected clients across our HubSpot and Salesforce practices. Grayscale Investments and First Lien Capital run HubSpot with us. References available upon request.
Select a hub to see what we do with it, or pick a scenario to see how the hubs fit together. Highlighted hubs are the ones that scenario touches.
HubSpot is a formal partnership. We also connect HubSpot to Salesforce, Braze and Claude. More on our HubSpot partner page.
Built for regulated firms
Consent and subscription types are configured before your first email goes out, and permissions follow your compliance model. Your compliance team approves the controls.
Prices are for our services. HubSpot licenses and credits are billed by HubSpot.
Every engagement is staffed with senior consultants and augmented with AI tooling. Pick a practice to see what it covers.
Partnerships: HubSpot Gold Solutions Partner, Salesforce Partner, Braze Alloys partner, and member of the Claude Partner Network and the OpenAI Partner Network.
Client accounts by segment, across our HubSpot and Salesforce practices. Select a segment to see the HubSpot work behind it.
Segment counts come from our June 2026 CRM snapshot. Browse client profiles at vantagepoint.io/clients.
Selected HubSpot engagements with the numbers we verified at the end of each project. Filter by the kind of work.
The pattern holds on HubSpot too: clean data first, consent set before the first send, and results reviewed on the client's own numbers.
More HubSpot stories, written without client names: vantagepoint.io/blog/casestudies/tag/hubspot
Reviews clients left on the HubSpot Solutions Directory, and comments clients made in working sessions. See our HubSpot Solutions Directory profile.
Tell us the industry and the problem. We'll point to the closest practice and proof.
Pick a time on the shared calendar. David and Randy both join, so you get the person who runs the company and the person who runs delivery in the same conversation.
Founder and CEO
Founded Vantage Point in 2018 after more than a decade as COO of a Dallas wealth management firm.
VP of Professional Services
Leads professional services delivery at Vantage Point.
david@vantagepoint.io469-499-3400Calendar not loading? Open the booking page or email david@vantagepoint.io.
Founder and CEO. David founded Vantage Point in 2018 after more than a decade as COO of a Dallas wealth management firm, and splits his time between Dallas and Sofia, Bulgaria.
Skip the email thread. We open a shared Slack channel with your team so questions on this page get answered by David and Randy where you already work.