Insights

Niche Financial Focus Vantage Point exclusively targets financial services firms, including wealth management, banking, insurance, and fintech, which suggests a strong specialization that can be leveraged to upsell tailored Salesforce and HubSpot solutions.

High Client Retention With a client retention rate exceeding 95 percent, Vantage Point has established long-term strategic partnerships, indicating potential for expanding existing accounts and deepening technology engagements.

Growing Revenue Range The company's revenue between 10 to 25 million dollars demonstrates a healthy, mid-sized operation that is likely receptive to further growth opportunities through advanced AI implementations and integrated solutions.

Technology Leadership Vantage Point's expertise with Salesforce Financial Services Cloud and AI-powered solutions positions it well to address digital transformation initiatives in the financial sector, creating opportunities to introduce cutting-edge automation and engagement tools.

Market Alignment The company's focus on automation, personalized client engagement, and strategic advisory aligns with current industry trends toward customer-centric digital solutions, indicating potential opportunities in expanding AI and integration services among similar financial firms.

Vantage Point Tech Stack

Vantage Point uses 8 technology products and services including Squarespace Commerce, Stimulus, Lightbox, and more. Explore Vantage Point's tech stack below.

Squarespace Commerce

E-commerce

Stimulus

Javascript Frameworks

Lightbox

Javascript Libraries

Choices

Javascript Libraries

New Relic

Real User Monitoring

Workable

Recruitment Marketing

Twitter

Widgets

AddToAny

Widgets

Vantage Point Email Formats	Example	Percentage
First@vantagepoint.io	John@vantagepoint.io	92%
FLast@vantagepoint.io	JDoe@vantagepoint.io	2%
FirstLast@vantagepoint.io	JohnDoe@vantagepoint.io	3%
FirLast@vantagepoint.io	JohDoe@vantagepoint.io	3%

Vantage Point Email Formats

Example

Percentage

First@vantagepoint.io

John@vantagepoint.io

92%

FLast@vantagepoint.io

JDoe@vantagepoint.io

FirstLast@vantagepoint.io

JohnDoe@vantagepoint.io

FirLast@vantagepoint.io

JohDoe@vantagepoint.io

Frequently Asked Questions

What is Vantage Point's official website and social media links?

Vantage Point's official website is vantagepoint.io and has social profiles on LinkedIn.

What is Vantage Point's NAICS code?

Vantage Point's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Vantage Point have currently?

As of December 2025, Vantage Point has approximately 50 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: D. M.Chief Financial Officer Chief Operations Officer: T. H.Vp Of Professional Services: R. W.. Explore Vantage Point's employee directory with LeadIQ.

What industry does Vantage Point belong to?

Vantage Point operates in the IT Services and IT Consulting industry.

What technology does Vantage Point use?

Vantage Point's tech stack includes Squarespace CommerceStimulusLightboxChoicesNew RelicWorkableTwitterAddToAny.

What is Vantage Point's email format?

Vantage Point's email format typically follows the pattern of First@vantagepoint.io. Find more Vantage Point email formats with LeadIQ.

When was Vantage Point founded?

Vantage Point was founded in 2018.

Vantage Point

Q: What is Vantage Point's official website and social media links?

Vantage Point's official website is vantagepoint.io. Vantage Point has social profiles on LinkedIn.

Q: How many employees does Vantage Point have currently?

Vantage Point has approximately 50 employees.

Q: What technology does Vantage Point use?

Vantage Point's tech stack includes Stimulus, Piwik, Chart.js, Open Graph, Squarespace.

IT Services and IT ConsultingTexas, United States11-50 Employees

At Vantage Point, we are your trusted partner for Salesforce and HubSpot solutions specifically designed for financial services firms. Founded by industry veteran David Cockrum, our consultancy was born from the deep insight gained while managing operations at a rapidly expanding wealth management firm.

We specialize in delivering strategic advisory, implementation, integration, managed services, and AI-powered solutions tailored exclusively for wealth management, banking, insurance, and fintech organizations. Our expertise includes Salesforce Financial Services Cloud, comprehensive HubSpot integrations, automated workflow enhancements, and personalized client engagement powered by Salesforce AI technologies.

Our mission is clear: empower financial institutions to overcome technology hurdles, optimize client experiences, and drive sustainable growth through innovation, collaboration, and unmatched industry expertise.

Why Vantage Point?
✔️ Exclusive financial services expertise
✔️ Certified Salesforce & HubSpot partners
✔️ Proven AI-driven solutions for measurable results
✔️ Personalized approach with senior-level consultants
✔️ Long-term strategic partnerships—95%+ client retention rate

Transform your technology investments into meaningful outcomes. Connect with us today to explore how we can help your financial services firm thrive.

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Vantage Point Tech Stack

Media & News

Vantage Point's Email Address Formats