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.
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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].