STRATMOR Group vs Richey May

What the rubric says

STRATMOR Group and Richey May are both scored in Advisory & Consulting. STRATMOR Group carries an overall of 4.8, Richey May an overall of 4. The widest gap between them is Return on spend, at 1.2 of a point. That axis measures what the spend returns, which is not the same as being cheap. STRATMOR Group takes it, 4.9 to 3.7.

Where the five axes separate

On Return on spend the record favours STRATMOR Group, 4.9 against 3.7. On Integrations and ecosystem the record favours STRATMOR Group, 4.4 against 3.2. On Production impact the record favours STRATMOR Group, 4.9 against 4.4. On Adoption and support the record favours STRATMOR Group, 4.9 against 4.4. On Functionality and depth the record favours STRATMOR Group, 4.9 against 4.5.

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

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

Deployment and who each one targets

Segment focus for STRATMOR Group: Independent mortgage banks, banks and credit unions at scale. Segment focus for Richey May: Independent mortgage banks of all sizes. The two entries name different buyers.

What each record credits

STRATMOR Group: Proprietary Technology Insight study covers POS, LOS and CRM satisfaction directly. STRATMOR Group: Peer group roundtables run jointly with the MBA. STRATMOR Group: Forty years in the market with a named senior bench. STRATMOR Group: Talks about the vendor advisory conflict openly instead of staying silent. 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.

What each record holds against them

STRATMOR Group: Sells vendors a subscription program that includes study data lenders contributed. STRATMOR Group: The fee for that vendor program is not disclosed anywhere public. STRATMOR Group: Produced co-branded research with a technology vendor, funding undisclosed. STRATMOR Group: Ownership structure is not published. 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.

Which one fits which shop

Best fit for STRATMOR Group: Lenders who need benchmark data few competitors hold. Best fit for Richey May: Lenders wanting one firm across audit, tax and technology.

What each entry concludes

STRATMOR Group: STRATMOR holds deep data assets. STRATMOR Group: The Technology Insight study and the MBA peer roundtables produce satisfaction and loyalty figures on the exact products. STRATMOR Group: They also sell a subscription advisory service to technology vendors, including access to that study data. STRATMOR Group: They address the conflict in public rather than hiding it. STRATMOR Group: Read what they say about it and decide for yourself. 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.

The short answer

STRATMOR Group finishes ahead on the published rubric, 4.8 to 4. The margin comes mostly from Return on spend. Same rubric, same weights, no sponsorships.