Boston, Massachusetts--(Newsfile Corp. - September 19, 2024) - Wendt Partners, a HubSpot Elite Solutions Partner based in New York, announced today that it has become the first HubSpot Elite Partner to also be recognized as a FinHub® solutions partner. The announcement was made at INBOUND®, HubSpot's annual customer event, held at the Boston Convention Center.

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Key Takeaways:

• Wendt Partners, a leader in the HubSpot CRM platform, has become the first HubSpot Elite Partner to collaborate with FinHub®, a financial strategy, analytics, and reporting tool developed by Phoenix Strategy Group.
• The integration of FinHub into HubSpot brings financial reporting capabilities to the platform, allowing businesses to monitor and manage key financial metrics like profit margin, cash runway, monthly recurring revenue, customer acquisition cost, and lifetime gross profit within their CRM.
• This partnership further reinforces Wendt Partners' pioneering position in the HubSpot community, marking them as a comprehensive solutions provider for HubSpot customers worldwide.

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About Wendt Partners:

Wendt Partners is a HubSpot Elite Solutions Partner headquartered in New York City with offices in Toronto, London, and Melbourne. Specializing in the implementation of the HubSpot CRM platform, Wendt Partners works with sophisticated B2B companies across various verticals, including industrial/manufacturing, professional services, technology, and more. The firm's services encompass Platform Solutions, Technical Solutions, Enablement Solutions, Digital Solutions, and Growth Solutions. Wendt Partners is SOC 2, ISO 27001, GDPR, and HIPAA compliant.

For more information, visit www.wendtpartners.com.

About Phoenix Strategy Group:

Phoenix Strategy Group (PSG), based in San Diego, is an FP&A and management advisory firm that helps growth-stage entrepreneurs and businesses create liquidity through direct acquisitions or strategic business development. PSG provides services such as bookkeeping, FP&A, and strategic planning to prepare businesses for exit opportunities. The firm also connects founders with investors and industry experts.
For more information, visit www.phoenixstrategy.group.

Source: Wendt Partners

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/223945