Act
Build the campaign from the audience
Start from a fund or a goal. We find the persona that buys products like yours, rank and explain the audience, and turn it into campaign assets without leaving the platform.
ComingEvery advisor and every fund, refreshed every morning.
443,038Registered advisors
43,881Advisory firms
70,394Fund share classes
80,886Private funds
11,77213F managers
47,379Form D offerings
Plus monthly N-PORT holdings and returns back to 2019, and the service providers behind every fund.
Custom Performance Analytics Coming
You know your performance. Do you know how advisors use your kind of product?
Returns are half the story. What wins an allocation is the job your fund does in a client portfolio. Goodwood Intelligence shows how advisors use your type of product: the role it serves, whether it complements or replaces what is already there, how much it overlaps, how its style differs, and what it costs and yields.
Then you can position it with the right advisor, in the right way.
How Advisors Use A Product TypeIllustration
Role It Serves
Complements Or Replaces
Overlap With Holdings
Style Difference
Cost And Yield
Shown across the advisors who already hold something like your product.
Anyone can get the data. Intelligence is how you read it and put it to work, the way your business actually runs.
Connect
Connect To Where You Work
Plug it into the CRM, database or warehouse you already run. It reads from them as well as writing to them. See the connectors below.
ComingPricing
Pay for what you use
Usage based, not a subscription. Pick only the pieces you need, à la carte.
ComingCRM
Use it as your whole CRM
Prefer one system? The advisor, firm and fund records can be the CRM you work in.
ComingPush, Pull And Fetch. Not Just Push.
Most advisor data tools hand you a raw export, or push raw records into your CRM on a schedule, after they match your records against theirs. Then it’s on you. Goodwood Intelligence works inside your CRM: cards on the record, answers on demand, reads from your systems and writes back through our own API. The API is priced by usage, like everything else.
Push OnlyRecords go into your CRM on the vendor’s schedule.
Push, Pull And FetchSend records out, read yours back, and fetch on demand.
Coming
SalesforceThe same push, pull and fetch for Salesforce orgs.Coming
Your Own DatabaseConnect a database you run, and keep it in step both ways.Coming
Warehouses And LakesSnowflake, Databricks and BigQuery, for example.Live: ReadComing: Write
Goodwood Intelligence APIOur own API, priced by usage. Search advisors, firms, moves and funds from your own code.Coming
AI AssistantsA connector for the assistant you already use.
For HubSpot Teams
See every advisor and fund on the record you already work in.
Install in minutes, no field mapping. Get a free assessment of your CRM first.
See It In ActionVerified By Goodwood Intelligence Coming
Let verified advisors into your gated content.
Advisors confirm once that they are registered. Your site then learns that the visitor is verified, with their firm and registration type, and nothing else. No passwords for you to store, and no list of people to check by hand.
Illustration of the planned sign-in and badge, with an invented person.
How We Compare
What each platform lists publicly, side by side. Goodwood Intelligence rows marked Beta are built and in testing with early clients; Coming is in build.
Scroll sideways to see every platform.
| Feature | Goodwood Intelligence | Dakota Marketplace | AdvizorPro | FINTRX | ISS Market Intelligence (Discovery Data) |
|---|---|---|---|---|---|
| Advisor And Firm Data | ●Live | Listed | Listed | Listed | Listed |
| Advisor Moves | ●Live | Partly | Listed | Listed | Listed |
| 13F Holdings | ●Live | Not listed | Listed | Listed | Listed |
| Private Funds And Service Providers | ●Live | Not listed | Partly | Partly | Partly |
| Performance Analytics | ◐Beta | Not listed | Not listed | Not listed | Not listed |
| Product Role And Overlap Analytics | ◐Overlap live, roles in beta | Not listed | Partly | Partly | Not listed |
| Campaign Building | ◐Beta | Not listed | Not listed | Partly | Not listed |
| Push To Your CRM | ●Live | Listed | Listed | Listed | Listed |
| Pull From Your CRM On Demand | ◐Beta | Not listed | Not listed | One-way push stated | Not listed |
| Data API Or Warehouse Feed | ●Live (read) | Listed | Listed | Listed | Listed |
| Usage-Based Pricing | ○Coming | Not listed | Not listed | Not listed | Not listed |
| Verified-Advisor Sign-In | ◐Verification live, sign-in in beta | Not listed | Not listed | Not listed | Not listed |
| CRM Cards With No Setup Call | ◐Beta | Not listed | Not listed | Not listed | Not listed |
| CRM Setup Time They State | ○Install, eval, map, push, go | Setup call and field mapping | 1–2 weeks HubSpot, 2–4 weeks Salesforce | Not listed | Not listed |
| Field-Level Change History | ●Live | Not listed | Not listed | Not listed | Not listed |
Competitor cells come from each vendor’s public website, checked November 1, 2026. Not listed means we did not find it on those pages, not that the vendor lacks it. Partly means the page describes something narrower than the feature. Corrections welcome.
Tell us what to build. Get free usage credits.
Early sign-ups who give feedback by December 31, 2026 get free usage credits when we launch. The survey takes about five minutes.
- What you would want from a platform like this
- Which of the features above interest you
- Five funds you are looking at right now
- A few open questions
Start with one firm: yours.
Enter your work email and we’ll show you what the filings already say about your firm and your funds. It takes about a minute, and nothing is sent anywhere without your say-so.
See What We Know About Your Firm