


Financial Cloud Works Revenue
Financial Services • • 1-10 Employees
Financial Cloud Works revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at Financial Cloud Works
Cathleen Davis-Whitmore
Chief Marketing Officer
Patrick Murphy
Director Of Sales & Marketing
Vincent Heck
Chief Executive Officer
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 1986 |
| Employees | 1-10 |
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.
| Format | Example | Percentage |
|---|---|---|
{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
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.
Web servers
WordPress plugins
Payment processors
Ecommerce
JavaScript libraries
Hosting
Form builders
Programming languages
Appointment scheduling
Video players
Blogs
UI frameworks
Frequently asked questions
4.8
40,000 users



