What Platinum Cubed does

Platinum Cubed LLC is a privately held, boutique Salesforce consulting firm founded in 2020 and headquartered in Briarcliff Manor, New York, with additional US offices in Chicago, Irvine, New York, Phoenix, and San Diego. The firm operates as a Salesforce Summit Partner and delivers professional services around Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud, targeting enterprise and mid-market clients in real estate and financial services as primary verticals, with a secondary push into health and life sciences. Its service portfolio is organized into four practice areas — External Experience (client journey mapping, portal transformation), Internal Experience (workflow optimization, Salesforce implementation), Technology & AI Enablement (AI integration, smart systems, automation), and Industry Solutions — supported by proprietary diagnostic and managed offerings (PROBE Diagnostic, Pathfinder Managed Services, Training & Adoption) and interactive engagement tools (Org Health Assessment, ROI Calculator, Readiness Checklist).

The company makes money through project-based professional services engagements (advisory, implementation, integration, health checks) combined with recurring managed services retainers via Pathfinder; pricing is custom-quoted and not publicly disclosed, with multi-year contract cadence common. Go-to-market is direct enterprise field sales, lead-nurtured through content marketing, interactive benchmarking tools, case studies, and a "Book a Strategy Call" CTA on the company website. Technically, Platinum Cubed does not build or own software; it configures and integrates the Salesforce platform with adjacent ecosystem tools (DocuSign, Egnyte, Encompass, Optimal Blue, Path Software, Hubbl, Nintex, TaskRay, Formstack) and layers AI-driven workflows, predictive analytics, and generative AI features on top of Salesforce-native and system-based AI tools. The firm is founder-led by CEO Sharon Lorenz, with a stated 1–10 employee footprint, SOC 2 compliance in progress, and 100% remote service delivery despite its distributed office presence.

Name

Platinum Cubed

Legal name

Platinum Cubed LLC

Website

https://platinumcubed.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Platinum Cubed is a boutique Salesforce Summit Partner consulting firm serving enterprise and mid-market clients in real estate, financial services, and health and life sciences. It delivers advisory, implementation, managed services, and AI-enabled optimization, with all services delivered remotely.

Ownership category

akta.pro rank

Headquarters

HQ city

Briarcliff Manor

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Salesforce Consulting Services: Professional services revenue generated through Salesforce implementation, integration, optimization, and managed services engagements. Services include advisory and roadmapping, implementation and integration, health checks and audits, and ongoing managed services (Pathfinder). Revenue is project-based with ongoing retainer potential for managed services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Platinum Cubed is a boutique Salesforce consulting firm that delivers advisory, implementation, integration, optimization, and managed services for clients in real estate, financial services, and health and life sciences. The firm combines strategic process design, Salesforce configuration, and AI-driven automation through proprietary methodologies such as PROBE Diagnostic and Pathfinder Managed Services. Services are sold as custom-scoped consulting engagements delivered remotely across North America.

Product overview

Platinum Cubed is a boutique Salesforce consulting firm and Summit Partner specializing in real estate and financial services. The company offers a unified consulting services portfolio organized around four core practice areas: External Experience (client journey mapping, portal transformation), Internal Experience (workflow optimization, Salesforce implementation), Technology & AI Enablement (AI integration, smart systems), and Industry Solutions (real estate, financial services, health & life sciences). The core service offering spans Advisory & Roadmapping, Implementation & Integration, Services & Optimization, and Health Checks & Audits. Add-on diagnostic and managed services include PROBE Diagnostic, Pathfinder Managed Services, and Training & Adoption Support. Interactive tools including the Salesforce Org Health Assessment, Salesforce ROI Calculator, and Salesforce Readiness Checklist serve as client engagement and benchmarking utilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce Advisory & Roadmapping Strategic consulting engagement that builds a tailored Salesforce strategy aligned to client business goals, including goal-driven discovery and North Star definition. Sold as a standalone consulting service for enterprise and mid-market organizations.
• Salesforce Implementation & Integration Full Salesforce implementation service that integrates other systems and automates processes, making Salesforce the central platform for the client. Delivered as a project-based consulting engagement.
• Salesforce Services & Optimization Ongoing optimization and managed services ensuring the Salesforce instance evolves and scales with the organization. Sold as a retainer/managed services engagement.
• Salesforce Health Checks & Audits Diagnostic consulting service that identifies inefficiencies, technical debt, and configuration gaps and charts improvement paths. Sold as a standalone diagnostic engagement.
• PROBE Diagnostic Proprietary diagnostic service that evaluates a client's current Salesforce environment across system performance, feature utilization, security posture, and user experience to uncover inefficiencies, security risks, and underutilized features. Sold as a standalone diagnostic offering.
• Pathfinder Managed Services Long-term managed services engagement providing ongoing Salesforce support, optimization, and strategic guidance, including proactive system management, smart AI additions, and regular roadmap reviews. Sold as a multi-year retainer.
• Salesforce Training & Adoption Support User enablement and training service for Salesforce clouds including Sales Cloud and Financial Services Cloud, with clear documentation, onboarding strategies, and intuitive design. Sold as a standalone enablement engagement.
• Client Journey Mapping Service Consulting service documenting the complete client lifecycle from initial awareness to long-term engagement, identifying touchpoints, gaps, friction points, and opportunities using data, discovery, and AI-driven insights. Sold as a standalone engagement.
• Technology & AI Enablement Service Technology and AI enablement consulting including AI-enhanced customer experiences, workflow automation, AI-powered development support, smart systems and analytics, and data-driven decision making. Sold as a standalone consulting engagement.
• Customer Portal Transformation Salesforce Experience Cloud portal redesign service that transforms generic implementations into branded, user-friendly digital experiences with custom UI/UX design and scalable enhancements. Sold as a project-based consulting engagement.

Quantifiable outcome

• Up to 50% faster real estate investor onboarding
• +8 more outcomes

Named customers14 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability9 records

Feature3 records

Partnerships

One partnership is on record.

• SalesforcecoreTechnology or IntegrationPlatinum Cubed is a Salesforce Summit Partner, providing implementation, integration, and managed services. They deliver solutions across Salesforce clouds including Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud. This partnership provides access to Salesforce resources, certifications, and co-marketing opportunities.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Coastal Cloud: Coastal Cloud is a boutique Salesforce consulting firm with multi-cloud delivery and managed services. Comparable boutique Salesforce delivery model with similar size and multi-industry reach.
• Slalom Consulting: Slalom is a major Salesforce-focused consulting firm with deep delivery capability across multiple verticals including financial services. It is the most direct boutique-to-mid-market comparable peer to Platinum Cubed's Salesforce Summit Partner positioning.
• DemandBlue: DemandBlue is a boutique Salesforce consulting and managed services firm offering implementation, integration, and ongoing support. Direct comparable on Salesforce services model, Summit-like partner status, and managed services approach (Pathfinder analog).
• Horizontal Digital: Horizontal Digital is a boutique Salesforce Summit/Partner consultancy delivering experience, marketing, and commerce cloud implementations. Closely comparable in size and Salesforce-native positioning to Platinum Cubed.
• UDIG: UDIG is a digital consulting firm with a dedicated Salesforce practice serving enterprise clients. Comparable boutique digital consultancy with Salesforce implementation and managed services offerings.

Broad incumbents

• Accenture (Salesforce Practice): Accenture operates one of the largest global Salesforce delivery practices. Competes for the same enterprise multi-cloud engagements P3 targets and sets the upper bound on Salesforce services scale.
• Silverline (Accenture): Silverline was a boutique-to-mid Salesforce consultancy acquired by Accenture, reflecting the consolidation trajectory in this space. Comparable as a Summit-level Salesforce services firm, now operating within a much larger parent.
• Deloitte Digital (Salesforce Practice): Deloitte's Salesforce practice serves large enterprise financial services and real estate clients globally. Comparable in target verticals and multi-cloud capability, but at vastly larger scale.
• Simplus (Infosys): Simplus was a leading Salesforce Summit Partner acquired by Infosys in 2017. Highly relevant comparable showing both the apex Salesforce boutique model and the typical exit/integration trajectory.
• IBM Bluewolf (IBM Consulting): IBM Bluewolf was a boutique Salesforce consultancy acquired by IBM and integrated into IBM Consulting. Comparable Salesforce Summit heritage and services model, now part of a global incumbent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@PlatinumCubedLLC
• LinkedInlinkedin.com/company/platinum-cubed
• Instagraminstagram.com/platinumcubedllc

Compliance1 record

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 Platinum Cubed