Richey May vs Newbold Advisors

What the rubric says

Richey May and Newbold Advisors are both scored in Advisory & Consulting. Richey May carries an overall of 4, Newbold Advisors an overall of 3.5. The widest gap between them is Functionality and depth, at 0.9 of a point. That axis measures whether it handles the messy loans and not just the clean file. Richey May takes it, 4.5 to 3.6.

Where the five axes separate

On Functionality and depth the record favours Richey May, 4.5 against 3.6. On Production impact the record favours Richey May, 4.4 against 3.8. On Adoption and support the record favours Richey May, 4.4 against 3.8. On Integrations and ecosystem the record favours Richey May, 3.2 against 3.1. On Return on spend the record favours Newbold Advisors, 3.8 against 3.7.

In Advisory & Consulting the rubric weights Integrations and ecosystem heaviest, at 30 percent. That is why the two overalls sit where they do.

How the weights turn axes into a score

Production impact carries 25 percent of the Advisory & Consulting score. It measures whether the tool moves volume, pull-through or cycle time. Functionality and depth carries 25 percent of the Advisory & Consulting score. It measures whether it handles the messy loans and not just the clean file. Integrations and ecosystem carries 30 percent of the Advisory & Consulting score. It measures how well it reaches the rest of the stack. Adoption and support carries 10 percent of the Advisory & Consulting score. It measures whether the team adopts it and gets unstuck. Return on spend carries 10 percent of the Advisory & Consulting score. It measures what the spend returns, which is not the same as being cheap.

Pricing posture

Richey May does not publish pricing. Its listed model is quote only, fee structure not published. Newbold Advisors does not publish pricing. Its listed model is quote only, fee structure not published.

Deployment and who each one targets

Segment focus for Richey May: Independent mortgage banks of all sizes. Segment focus for Newbold Advisors: Mortgage lenders, credit unions and CUSOs. The two entries name different buyers.

What each record credits

Richey May: Over 600 employees and 50 partners, the deepest bench here. Richey May: Lender compensation survey and peer benchmarking data. Richey May: Audit, tax, technology and cyber under one firm cuts coordination cost. Richey May: CPA independence rules impose real constraints on attest clients. Newbold Advisors: Partner-owned with no outside capital, increasingly rare here. Newbold Advisors: Twenty years in the market. Newbold Advisors: Strong on legacy modernization and integration, not only strategy decks. Newbold Advisors: Covers credit unions and CUSOs alongside independent mortgage banks.

What each record holds against them

Richey May: Sells SOC audits to the same vendors lenders ask it to evaluate. Richey May: Analytics offering rides on one named vendor platform. Richey May: Private equity backed since 2025, which changes incentives. Richey May: Owns acquired technology businesses, so it sits partly on the vendor side. Newbold Advisors: Holds a referral partnership introducing a named vendor to clients. Newbold Advisors: Referral compensation terms are not disclosed. Newbold Advisors: Displays extensive technology vendor alignment logos. Newbold Advisors: No proprietary benchmarking data.

Which one fits which shop

Best fit for Richey May: Lenders wanting one firm across audit, tax and technology. Best fit for Newbold Advisors: Legacy system modernisation and integration work.

What each entry concludes

Richey May: Richey May has a large bench, and the broadest service range. Richey May: That is both the appeal and the problem. Richey May: It sells technology advisory to lenders while selling SOC audits to the vendor population. Richey May: Its analytics product is built on a single named technology partner. Richey May: It publishes lender guidance on using SOC reports for vendor management. Newbold Advisors: Newbold Advisors is partner-owned with no outside capital. Newbold Advisors: It positions on bridging business and technology. Newbold Advisors: The practice weighs toward modernization and integration, not pure vendor selection. Newbold Advisors: It holds one disclosed referral partnership with a customer communications vendor, introducing that vendor to clients. Newbold Advisors: The terms are not published.

The short answer

Richey May finishes ahead on the published rubric, 4 to 3.5. The margin comes mostly from Functionality and depth. Same rubric, same weights, no sponsorships.