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Agencies / CRM partners / Cloudsquare

Cloudsquare

cloudsquare.io · Los Angeles, CA, USA

medium-high

This is an evidence record, not a review. Every field below is either verified against the listed sources or explicitly marked as the provider’s own claim. This profile is free; payment never changes a fact on it.

Category
HubSpot & Salesforce partners — Salesforce consulting partner — boutique (lending/fintech vertical specialist + ISV)
PRIMARY SOURCE
Services
Salesforce consulting, implementation, development, managed services, third-party app integrations; deep alternative-lending vertical via own AppExchange products (Cloudsquare Lend, Broker, BankLink/Plaid, Submit, Credit); Agentforce Sales/Service competencies
PRIMARY SOURCE
Pricing
Pricing was not publicly available when we checked.
NOT VERIFIED
Founded
2017 per own About page; 2018 per AppExchange listing (conflicting)
PRIMARY SOURCE
Team signal
19 Salesforce-certified individuals on AppExchange listing; boutique
PRIMARY SOURCE
Platform partnerships
  • Salesforce Consulting Partner, Summit tier per own announcement — https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N3A00000FABdJUAX (directory-verified; tier label not displayed on listing)
PRIMARY SOURCEdirectory-verified entries are platform-computed credentials
Named practitioners
  • Jeffrey Morgenstein — Co-founder & CEO
  • Dennis (surname not captured) — Co-founder & CRO
PRIMARY SOURCE
Case-study claims
  • 200+ completed Salesforce projects
  • Inc. 5000 honoree two consecutive years
PROVIDER REPORTEDnumbers are the provider’s own; not independently verified
Lab note
Consultancy/ISV hybrid — services practice funds vertical product suite for alternative lending
LAB VERIFIED

Source register

All sources accessed 2026-08-31. Spot an error? Submit a correction — reviewed by a human, logged publicly.

  1. https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N3A00000FABdJUAX (accessed 2026-08-31)
  2. https://cloudsquare.io/about-us/ (accessed 2026-08-31)
  3. https://www.crunchbase.com/organization/cloudsquare (accessed 2026-08-31)