Cloud Theory Employee Directory
IT Services and IT ConsultingNew York, United States2-10 Employees
Cloud Theory is a small IT services and consulting company based in New York, New York. It develops configurable CRM solutions built on Salesforce for financial services, focusing on alternative asset management and investment banking. Its flagship offering, FundEngine, is a turnkey CRM that extends standard Salesforce functionality for alternative asset managers, helping firms streamline workflows in fundraising, investor services, deal sourcing, and portfolio management. The firm operates as a product solution provider rather than a broad, general services shop. Its target customers are financial services firms operating in the alternatives space, including asset managers and investment banks. The company emphasizes a product-focused approach, offering a configurable CRM platform atop Salesforce to support the lifecycle of client relationships and related processes.