Kapmark - CloudMasters - AppExchange
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  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 8
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 6
  • Year this company was founded Founded 2014
Capital Market Cloud Solutions

Our certified Salesforce consultants improve the way firm’s market, brand, and sell products and services within the Financial Services Industry by leveraging Financial Services Cloud (50 + Satisfied Clients | 75,000 + Salesforce Consulting Hours)


  • Mutual Funds - Modern marketing tools to improved lead quality. Raise brand awareness with sales and marketing activity that will create more conversations with advisors
  • Hedge Funds - Optimize raising capital, manage research processes, follow compliance policies, integrate with fund administrators, and improve investor relationships
  • Private Equity - Reduce administrative time and complexity of Investor relations, intermediary tracking, deal pipeline, portfolio asset benchmarking, and fund management


Kapmark offers Deal Acceleration Industry Specific Solutions designed to get you quickly obtaining value from your investment in Salesforce. Managed Packages and Turnkey Salesforce Builds that Leverage Salesforce Financial Services Cloud, Sales Cloud, Experience Cloud and Marketing Cloud to help you meet your business objectives according to your schedule. We combine our skilled consulting resources with industry specific capability maps and system architecture blueprints to fuel the Agile process, providing the highest quality and delivery of technical solutions.

Geographic Focus

United States
Massachusetts New Jersey Ohio



About CloudMasters CloudMasters provides expertise across Salesforce Sales, Service, Marketing and Industry Clouds focusing on Enterprise Architecture, Custom Development, Integration, CoE Strategy, Implementation & Support with:####Salesforce Certified ##- Architects##- Consultants##- Developers##- Administrators####We help you quickly maximize your investment in the Salesforce platform whether you are looking for help with a current project or to add additional Salesforce Technical Expertise for your current team

Boston, MA, USA