Salesforce partner overview
Salesforce partner overview
Vantage Point is a financial services focused systems integrator, founded in 2018 by a former wealth management COO. One team implements and connects the Salesforce ecosystem for firms where compliance, audit trails, and adoption decide whether a project succeeds. The experts you meet are the experts who deliver.
Platforms we deliver
Clients we deliver for
Selected clients. References available upon request.
Select a platform to see what we do with it, or pick a scenario to see how the platforms fit together. Highlighted platforms are the ones that scenario touches.
Salesforce and Tableau are formal partnerships. Slack, MuleSoft, and Informatica are platforms we implement for clients. More on our partners page.
Built for regulated firms
Documented across our wealth management clients.
Every engagement is staffed with senior consultants and augmented with AI tooling. Pick a practice to see what it covers.
Partnerships: Salesforce Partner (AppExchange listed), Tableau Partner, and member of the Claude Partner Network.
Client accounts by segment. Select a segment to see the clients and results behind it.
Segment counts come from our June 2026 CRM snapshot. Browse client profiles at vantagepoint.io/clients.
Selected engagements with the numbers we verified at the end of each project. Filter by industry or by the kind of work.
Across these programs, the pattern holds: senior people, governed data, and adoption treated as the deliverable.
Our public case studies are written without client names: vantagepoint.io/blog/casestudies
Named client quotes from our engagements, verified reviews from Salesforce AgentExchange, and comments clients made in working sessions. Our AgentExchange rating is 4.7 out of 5 across 19 reviews. Read them on AgentExchange.
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.