Cloudsquare

cloudsquare.io · Los Angeles, CA, USA

Source dates: 2026-08-31

Explore Cloudsquare's services, available pricing and client experience, then compare the details against your project. Use the source links to check the scope and date of reported results.

Research by B2B Buyer Lab editorial team · Corrections

What to ask Cloudsquare before hiring

Can you share a recent project with a similar scope, industry and budget to ours?
What does the quote include, who will deliver the work, and what costs extra?
Which outcomes will you measure, and when should we expect the first deliverables?
Who on the delivery team has worked with our platform and integrations?

Category

HubSpot & Salesforce partners — Salesforce consulting partner — boutique (lending/fintech vertical specialist + ISV)

SOURCE RECORDED

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

SOURCE RECORDED

Pricing

Pricing was not publicly available when we checked.

NOT VERIFIED

Founded

2017 per own About page; 2018 per AppExchange listing (conflicting)

SOURCE RECORDED

Team signal

19 Salesforce-certified individuals on AppExchange listing; boutique

SOURCE RECORDED

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)

SOURCE RECORDEDCheck the linked directory and recorded date for credential details

Named practitioners

Jeffrey Morgenstein — Co-founder & CEO
Dennis (surname not captured) — Co-founder & CRO

SOURCE RECORDED

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

RESEARCH NOTE

Source register

Dates below describe individual source checks. A profile update is not a fresh check of every field. Spot an error? Submit a correction — substantive corrections are recorded in our public log.