Cloud Way Partners
Cloud Way Partners is a Chicago-based boutique consulting firm that delivers cloud and digital transformation strategy services to mid-to-large enterprise clients in insurance and financial services, specializing in Salesforce and Oracle platforms. Founded in 2018, the firm is led by senior partners with 20-35 years of industry experience.
- Company typePrivate
- Founded2018
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Cloud Way Partners does
Cloud Way Partners, LLC is a privately-held boutique consulting firm founded in 2018 and headquartered in Chicago, United States. The firm specializes in cloud and digital transformation strategy services for mid-to-large enterprise clients in the insurance and financial services industries, with deep domain expertise spanning major global carriers such as AXA, AON, Zurich, State Farm, Nationwide, CNA, Allianz, Assurant, and General Re. Its partner team carries 20-35 years of industry experience, including C-level operating roles, private equity exposure, and prior tenures at Deloitte, Ernst & Young, and Accenture. The company is led by CEO and Founder Paul Risk, with additional partners Donald Spitzer, David Fordham, JJ Roesner, Lisa Rosenblate, and Sarah Finch.
The firm delivers two core service lines: Strategy Services (Salesforce and Oracle strategy alignment, financial modeling, architecture design, road mapping, and education planning) and Transformation Services (implementation, executive advisory, governance, organizational change management, and system integrator liaison/oversight). Its technology stack centers on Salesforce and Oracle cloud platforms, including FinancialForce and SpringCM. Cloud Way Partners holds a core partnership with Salesforce and a co-marketing relationship with Oracle CPQ and AccelAlpha. Disclosed clients include CNA National, Pinnacol Assurance, D&G, Nationwide, EAGLE, MDA, Caliber Financial, Silverline, and The Warranty Group.
The business operates as a professional services consultancy on a quote-based, direct enterprise engagement model. With a headcount of 1-10 employees, the firm runs a senior-partner-led delivery model with no external institutional funding, no parent company, and no disclosed revenue. Distribution is direct-to-enterprise through senior advisory engagements rather than channel partners or marketplaces, supported by thought leadership content marketing, LinkedIn, and occasional co-hosted webinars.
Cloud Way Partners firmographics
Firmographics- Name
- Cloud Way Partners
- Legal name
- Cloud Way Partners, LLC
- Website
- https://cloudwaypartners.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Cloud Way Partners is a Chicago-based boutique consulting firm that delivers cloud and digital transformation strategy services to mid-to-large enterprise clients in insurance and financial services, specializing in Salesforce and Oracle platforms. Founded in 2018, the firm is led by senior partners with 20-35 years of industry experience.
- Ownership category
- akta.pro rank
Cloud Way Partners industry classification
Industry- Product category
- Cloud Strategy & Transformation Consulting
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Cloud Strategy, Assessment & Roadmap (BPAEACAA)
- akta.pro secondary industries
- Cloud Consulting & Migration (BPAHAEAE), Cloud Managed Services (Operations, Monitoring, Patching) (BPAEACAF)
Keywords
Where Cloud Way Partners is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Markets served
Cloud Way Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Strategy Consulting Services: Advisory and consulting engagements for Salesforce and Oracle strategy alignment to corporate vision, including financial modeling, architecture planning, and road mapping.
- Transformation Services: Implementation and transformation consulting covering executive advisory, governance, culture change, and system integrator liaison services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Cloud Way Partners product offering
Product offeringCore offering
Cloud Way Partners is a boutique consulting firm that provides Salesforce and Oracle cloud strategy and transformation advisory services for large corporations in the insurance and financial services industries. Their two core offerings are Strategy Services (financial modeling, architecture design, road mapping, and education planning for cloud programs) and Transformation Services (executive advisory, governance, culture and change management, and system integrator oversight during implementation).
Product overview
Cloud Way Partners is a consulting services firm that provides strategy and transformation services for large corporations undergoing cloud and digital transformation. The company offers two primary service categories: Strategy Services (financial modeling, architecture, road mapping, education planning) and Transformation Services (executive advisory, governance, culture change, SI liaison). The firm specializes in Salesforce and Oracle platforms for mid-to-large enterprise clients in the insurance and financial services industries.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategy Services Consulting services guiding enterprise clients through Salesforce and Oracle cloud strategy development, including financial modeling, architecture design, road mapping, and education planning for large corporations in insurance and financial services.
- Transformation Services Implementation and transformation consulting covering executive advisory, governance, culture and organizational change management, and system integrator liaison and oversight for Salesforce and Oracle deployments at enterprise clients.
Quantifiable outcome
- At The Warranty Group: built team spanning business and technology with 75+ certifications, multiple Dreamforce speakers, operations across 4+ countries
Companies that use Cloud Way Partners
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles2 records
Cloud Way Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Cloud Way Partners partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor and core.
- AccelAlphaminorCo-hosted webinar with Oracle CPQ and AccelAlpha on The Digital Transformation of Property and Casualty Insurance Underwriting. This was described as Cloudway's first webinar, indicating a collaborative go-to-market partnership.
- SalesforcecoreSalesforce partnership is central to the firm's practice. The 2015 Salesforce Developer User official badge is displayed on the website. Firm specializes in Salesforce strategy, implementation, and transformation services.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Cloud Way Partners competitors and assessment
Company assessmentDirect peers
- Slalom: Boutique-leaning professional services firm with a large cloud transformation practice spanning Salesforce and adjacent platforms. Directly comparable as a mid-to-large enterprise cloud consulting peer with similar multi-vertical delivery model.
- Huron Consulting Group: Mid-sized US consultancy with a strong financial services and insurance focus, delivering digital and technology transformation advisory. Comparable on industry focus and senior-led enterprise engagement model.
- West Monroe: US-based business and technology consultancy serving financial services, insurance, and other regulated industries with cloud, data, and digital transformation services. Comparable on boutique-to-mid scale and vertical specialization.
- Silverline (Accenture): Specialized Salesforce consulting firm (now part of Accenture) with a strong financial services and insurance vertical focus. Notably also appears in Cloud Way's partner ecosystem, making it a directly overlapping peer.
Broad incumbents
- Deloitte (Salesforce / Digital practice): Global Big Four consultancy with a major Salesforce practice serving insurers and financial services clients. Comparable as a competitor for large enterprise cloud transformation mandates where Cloud Way also competes.
- Accenture (Salesforce Business Group): Largest Salesforce SI partner globally with deep financial services and insurance transformation offerings. Directly competes for enterprise transformation budgets and has acquired several Salesforce specialty firms.
- Cognizant: Global IT services firm with a dedicated Salesforce consulting practice serving insurers and financial services. Comparable on cloud strategy, implementation, and managed transformation delivery at enterprise scale.
- IBM Consulting: Global systems integrator with a Salesforce practice and broad cloud transformation capabilities. Competes for large enterprise cloud strategy and migration programs in insurance and financial services.
- Infosys (Simplus): Global IT services firm with a strong Salesforce practice (via the Simplus acquisition) serving insurance and financial services. Comparable as a broader-scale competitor for cloud transformation and managed services work.
Emerging players
- Torx: Boutique Salesforce consulting firm focused on financial services and insurance transformation engagements. Comparable as a smaller, niche-focused Salesforce SI competing for similar enterprise clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Cloud Way Partners social profiles
Digital presenceCloud Way Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cloud Way Partners leadership team
Management profileNumber of profiles
Profiles6 records
Cloud Way Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cloud Way Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cloud Way Partners
What does Cloud Way Partners do?
Cloud Way Partners is a boutique consulting firm that provides Salesforce and Oracle cloud strategy and transformation advisory services for large corporations in the insurance and financial services industries. Their two core offerings are Strategy Services (financial modeling, architecture design, road mapping, and education planning for cloud programs) and Transformation Services (executive advisory, governance, culture and change management, and system integrator oversight during implementation).
Is Cloud Way Partners a public or private company?
Cloud Way Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cloud Way Partners founded?
Cloud Way Partners was founded in 2018. It employs 1 to 10 people.
Where is Cloud Way Partners based?
Cloud Way Partners is headquartered in Chicago, United States, in the North America region.
How does Cloud Way Partners make money?
Two revenue lines are on record. Strategy Consulting Services are the primary driver. The others are transformation Services.
Who are Cloud Way Partners's main competitors?
Direct peers on record are Slalom, Huron Consulting Group, West Monroe and Silverline (Accenture). Broad incumbents are Deloitte (Salesforce / Digital practice), Accenture (Salesforce Business Group), Cognizant, IBM Consulting and Infosys (Simplus). Torx is listed as an emerging player.
Does Cloud Way Partners have an API?
No public API is recorded for Cloud Way Partners.
What industry is Cloud Way Partners in?
Cloud Way Partners's product category is Cloud Strategy & Transformation Consulting. Its primary akta.pro industry code is BPAEACAA, Cloud Strategy, Assessment & Roadmap, with a secondary code of BPAHAEAE, Cloud Consulting & Migration. Its NAICS code is 54151 and its SIC code is 8742.