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Cloud Theory is a product solution company that delivers highly configurable Salesforce-based client relationship management (CRM) tools to financial services, with a focus on alternative asset management and investment banking. FundEngine, a turn-key CRM, extends standard Salesforce CRM functionality for alternative asset managers. It enables firms to work smarter and streamline processes within fundraising, investor services, deal sourcing, and portfolio management teams.

Cloud Theory Questions

The Cloud Theory annual revenue was $5 million in 2026.

3 people are employed at Cloud Theory.

Cloud Theory is based in New York, New York.

The NAICS codes for Cloud Theory are [5416, 541, 541611, 54161, 54].

The SIC codes for Cloud Theory are [874, 87].

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