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Financial Cloud Works

Financial Cloud Works Revenue

Financial Services1-10 Employees

$

Financial Cloud Works revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Key Contacts at Financial Cloud Works

Flag of US

Cathleen Davis-Whitmore

Chief Marketing Officer

Flag of US

Patrick Murphy

Director Of Sales & Marketing

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Vincent Heck

Chief Executive Officer

Company overview

HeadquartersXX
Website
NAICS52
Founded1986
Employees1-10

Financial Cloud Works Email Formats

Financial Cloud Works uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@fincw.com), used 50% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@fincw.com
50%
{first name}.{last name}
john.doe@fincw.com
50%

About Financial Cloud Works

Break Analytics by Fin CW is a powerful IRA tax planning platform designed for financial advisors navigating complex retirement strategies. Our intuitive Roth conversion calculator helps model tax-efficient scenarios with real-world precision, while our SECURE Act- Compliant RMD tools simplify Inherited IRA distribution planning. Built specifically for professionals, Break Analytics integrates IRS inflation adjustments, MAGI forecasting, and multi-year conversion strategies—empowering advisors to deliver smarter Roth IRA guidance and optimize retirement outcomes. Used by RIAs, tax-focused planners, and retirement income specialists, Break Analytics is the go-to solution for advisors seeking clarity, flexibility, and confidence in their IRA planning. Take the next step toward smarter IRA planning—demo Break Analytics today.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite
Manager
Director

Employees by Department

Financial Cloud Works has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Financial Cloud Works has never raised funding before.

Financial Cloud Works Tech Stack

Discover the technologies and tools that power Financial Cloud Works's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

WooCommerce Subscriptions

WooCommerce Subscriptions

WordPress plugins

SkyVerge

SkyVerge

Payment processors

WooCommerce

WooCommerce

Ecommerce

jQuery

jQuery

JavaScript libraries

GoDaddy

GoDaddy

Hosting

Contact Form 7

Contact Form 7

Form builders

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Vimeo

Vimeo

Video players

WordPress

WordPress

Blogs

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Financial Cloud Works is located in XX.
Financial Cloud Works generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.
Financial Cloud Works has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Financial Cloud Works was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.
Financial Cloud Works has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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