What Cloud Maven does

Cloud Maven, Inc. is a privately held, Salesforce-native automation platform founded in 2015 and headquartered in Newark, New Jersey (with additional offices in Cumming, GA and an engineering/R&D center in Noida, India). The company sells eight integrated product suites — cmLending, cmVerify, cmDecision, cmDocs, cmEngage, cmSync, cmPay, and cmHealth — comprising more than 30 product modules, all built natively inside the Salesforce CRM using Apex, Visualforce, Lightning Components, and the Salesforce data model. Its primary customer base is in regulated industries, with Financial Services (banks, credit unions, CDFIs, fintech lenders, equipment leasing) and Healthcare (providers, pharma, healthtech) flagged as primary verticals, and secondary presence in Insurance, Government, Non-Profits, Transportation & Logistics, Property Management, Education, and Staffing.

The platform addresses compliance-heavy workflows across the full lending lifecycle (origination, servicing, syndication, lease management), verification (consumer and business credit, identity, KYC/KYB, OFAC sanctions, criminal, liens, income/employment), document automation (generation, e-signature, parsing, vaulting), secure communications (SMS, fax, HIPAA-compliant encrypted email), payment processing through 100+ global gateways, and healthcare eligibility across 900+ payers. Cloud Maven integrates with 25+ third-party providers including Experian, Equifax, TransUnion, Plaid, Thomson Reuters CLEAR, Stripe, PayPal, Paubox, Botdoc, Availity, LexisNexis, CoreLogic, and AWS S3, and maintains HITRUST, SOC 2 Type 2, HIPAA, and PCI DSS certifications. The company reports 400+ organizations served, 500+ deployments, and a 4.9 CSAT, with named customers including Goldman Sachs, Sallie Mae, Ally Financial, 7-Eleven, Ferrari, Shell, LabCorp, and Teladoc.

Cloud Maven monetizes through a mix of per-application SaaS subscriptions on the Salesforce AppExchange, professional services for implementation and customization, and usage-based fees for verification data queries. Its go-to-market combines enterprise field sales targeting regulated buyers, a dedicated inside-sales motion for mid-market inbound, and marketplace-driven self-service discovery via AppExchange. Despite a stated US headcount of 1-10 employees, the company claims a 400+ customer base, suggesting heavy reliance on its India engineering center and partner-enabled delivery. Cloud Maven is bootstrapped, with no disclosed funding rounds or institutional investors.

Name

Cloud Maven

Legal name

Cloud Maven, Inc.

Website

https://cloudmaveninc.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Cloud Maven is a privately held, Salesforce-native automation platform serving 400+ regulated-industry organizations with eight product suites covering lending, verification, documents, communications, payments, and healthcare workflows via AppExchange subscriptions.

Ownership category

akta.pro rank

Product category

Salesforce-native Lending and Verification Automation

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketplace & Loan Aggregation Platforms (Borrower-Lender Matching) (FSAGAHAL)

akta.pro secondary industry

Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)

Keywords

• Salesforce-native lending software
• Loan origination automation
• Credit verification platform
• Salesforce AppExchange apps
• Compliance workflow automation

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Licensing (Per-App): SaaS subscription model with per-application licensing on Salesforce AppExchange. Customers pay recurring fees to access Cloud Maven applications installed in their Salesforce org.
2. Professional Services: Implementation, configuration, customization, and consulting services to deploy Cloud Maven solutions within customer Salesforce environments.
3. Usage-Based Data Fees: Some verification products may incur usage-based fees tied to credit bureau queries, background checks, or identity verification API calls through integrated data providers.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Cloud Maven sells eight Salesforce-native product suites (cmLending, cmVerify, cmDecision, cmDocs, cmEngage, cmSync, cmPay, cmHealth) and 30+ modules that automate lending, credit and identity verification, document workflows, communications, accounting sync, payments, and healthcare eligibility directly inside the customer's Salesforce org. The company also delivers implementation, configuration, and customization professional services to deploy these applications, supported by 50+ pre-built integrations with credit bureaus, data providers, and payment gateways, plus HIPAA, SOC 2, HITRUST, and PCI DSS certifications.

Product overview

Cloud Maven is a Salesforce-native automation platform offering eight integrated product suites (cmLending, cmVerify, cmDecision, cmDocs, cmEngage, cmSync, cmPay, cmHealth) with 30+ individual product modules. The platform provides end-to-end automation for lending operations (origination, servicing, syndication, lease management), verification services (credit checks, identity verification, KYC/KYB, sanctions screening), document management (generation, e-signature, parsing), secure communications (SMS, fax, encrypted email), data synchronization (QuickBooks, AWS), payment processing (100+ gateways), and healthcare eligibility verification. All products are built natively within Salesforce, enabling organizations to consolidate critical business processes into a single, compliant platform.

Differentiator

Problem solved

Functional benefit

Brands

• cmLending: End-to-end loan origination, servicing, collections, and syndication suite powered by Salesforce
• cmVerify
• cmDecision
• cmDocs
• cmEngage
• cmSync
• cmPay
• cmHealth

Products and services

• cmLending End-to-end loan origination, servicing, collections, syndication, and lease management suite running natively inside Salesforce for consumer, commercial, and broker-driven loan models. Includes Loan Origination, Loan Servicing, Syndication, and Lease Management modules for regulated lenders, CDFIs, and equipment leasing companies.
• cmVerify Verification automation suite inside Salesforce that automates consumer and business credit pulls, background and criminal screening, identity, income and employment, KYC/KYB, OFAC sanctions, AML, IRS SSN/EIN, SOS business registry, and liens and judgments verifications across 50+ data providers.
• cmDecision No-code decision engine that automates complex business logic, rules, and approvals inside Salesforce without custom code, including the Decision Rule Engine module for configurable underwriting, risk, and operational workflows.
• cmDocs Document automation suite providing secure document generation, merging and splitting, e-signature, automated collection, parsing, and vaulting within Salesforce, including Document Generation & eSignature and AI-assisted Document Insight modules.
• cmEngage Communication automation suite that centralizes secure SMS, online fax, encrypted email, and secure file transport within Salesforce, with HIPAA-compliant messaging powered by Telnyx, Twilio, Paubox, and Botdoc.
• cmSync Synchronization suite that connects Salesforce with QuickBooks and AWS S3 for real-time, two-way data consistency between CRM, accounting, and cloud storage, supporting QuickBooks Connect and AWS Connect modules.
• cmPay Payment processing suite that processes ACH, eCheck, and credit and debit card payments through 100+ global gateways including Stripe, PayPal, Fiserv, and Authorize.net, with PCI DSS compliance and built inside Salesforce via the Payment Connect module.
• cmHealth HIPAA-compliant healthcare automation suite that automates medical insurance eligibility verification, pre-authorization, and patient communications within Salesforce, connecting to 900+ payers via Availity and serving healthcare providers, hospitals, and pharmaceutical companies.

Quantifiable outcome

• 77% reduction in manual work through automated workflows
• +8 more outcomes

Named customers27 records

Segments11 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration29 records

Feature11 records

Partnerships

25 partnerships are on record, tiered core and flagship.

• ExperiancoreTechnology or IntegrationCredit bureau integration providing consumer credit reports (Credit Checker) within Salesforce. Enables instant credit score checks without leaving Salesforce.
• EquifaxcoreTechnology or IntegrationCredit bureau integration providing consumer credit data access through Cloud Maven verification products.
• TransUnioncoreTechnology or IntegrationCredit bureau integration providing credit verification data through Salesforce-native verification products.
• PlaidcoreTechnology or IntegrationBank account, balance, transaction, income, and identity verification through Plaid Connect integration for Salesforce.
• Thomson Reuters CLEARcoreTechnology or IntegrationIdentity verification and adverse media screening using Thomson Reuters CLEAR real-time intelligence for KYC/KYB verification.
• QuickBookscoreTechnology or IntegrationReal-time two-way sync of customers, invoices, and payments between Salesforce and QuickBooks through cmSync.
• AWScoreTechnology or IntegrationSecure file and data synchronization between Salesforce and AWS S3 for document storage and management.
• StripecoreTechnology or IntegrationPayment processing integration for credit card and debit card payments through cmPay suite.
• PayPalcoreTechnology or IntegrationPayment processing integration for PayPal transactions within Salesforce payment solutions.
• FiservcoreTechnology or IntegrationPayment processing gateway integration for ACH and card payments within cmPay.
• Authorize.netcoreTechnology or IntegrationPayment gateway integration for secure payment processing within Salesforce.
• ACTUM ProcessingcoreTechnology or IntegrationPayment processing integration for credit card and ACH transactions.
• TelnyxcoreTechnology or IntegrationSMS, MMS, and fax communication integration for cmEngage communication hub.
• TwiliocoreTechnology or IntegrationSMS and communication platform integration for healthcare and enterprise messaging.
• BotdoccoreTechnology or IntegrationSecure file transfer and document collection through bot-powered secure file transport within Salesforce.
• PauboxcoreTechnology or IntegrationHIPAA-compliant encrypted email solution powering secure email communications within Salesforce for healthcare.
• AvailitycoreTechnology or IntegrationHealthcare eligibility verification and claims management integration for cmHealth suite.
• LexisNexiscoreTechnology or IntegrationLegal and business information provider for verification and compliance screening.
• CoreLogiccoreTechnology or IntegrationProperty and collateral data provider for real estate and lending verification.
• The Work NumbercoreTechnology or IntegrationEmployment and income verification data for automated income verification within Salesforce.
• OpenCorporatescoreTechnology or IntegrationGlobal business registry data for company verification and ownership confirmation.
• OpenSanctionscoreTechnology or IntegrationSanctions list screening and OFAC compliance checking for regulatory requirements.
• NutrientcoreTechnology or IntegrationDocument parsing and data extraction technology for converting PDFs into structured data.
• PayNetcoreTechnology or IntegrationBusiness credit data provider for commercial credit scoring and lending decisions.
• SalesforceflagshipTechnology or IntegrationCore platform partnership - all Cloud Maven products are built natively on Salesforce, distributed through AppExchange, and leverage the Salesforce ecosystem for distribution and integration.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Abrigo: Bank-technology platform for commercial lending, credit risk, and compliance; targets the same mid-market and community-bank segments that Cloud Maven serves with cmLending and cmVerify.
• LoanPro: Modern cloud-based loan origination and servicing platform serving consumer and commercial lenders; competes for the same SaaS-LOS budget as Cloud Maven, although not Salesforce-native.
• Blend: Digital lending platform used by banks and fintechs for consumer and SMB loan origination; overlaps with Cloud Maven's lending, verification, and document automation across financial-services buyers.
• nCino: Cloud-native banking operating system with a heavy loan-origination focus; directly competes for the same bank, credit-union, and CDFI budgets as Cloud Maven's cmLending suite.
• Mortgage Cadence (FIS Mortgage): Mortgage origination platform built on Salesforce; the closest Salesforce-native mortgage LOS analog to Cloud Maven's cmLending and the most structurally comparable competitor.

Broad incumbents

• ICE Mortgage Technology (Black Knight Empower): Dominant mortgage and consumer-lending software stack including the Empower LOS; competes in mortgage origination, servicing, and document workflows where Cloud Maven also operates.
• Finastra: Broad financial-services software suite including lending, treasury, and retail banking; competes broadly with Cloud Maven across mid-market and large banks as part of a much wider portfolio.
• Temenos: Large incumbent banking software suite spanning core banking, lending, and compliance; overlaps at the high end of the same regulated-bank market with broader but less specialized capabilities.
• Salesforce Financial Services Cloud: Salesforce's flagship financial-services industry cloud that Cloud Maven extends; Salesforce could natively bundle lending or verification features that compete directly with cmLending and cmVerify.

Others

• Persistent Systems: Large global Salesforce implementation and AppExchange partner; relevant as a comparable Salesforce ecosystem participant (and potential build-with competitor) rather than as a direct product rival.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@cloudmaveninc
• Xx.com/CloudMavenInc
• Facebookfacebook.com/CloudMavenInc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cloud Maven