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Cake Financial


Acquired | Acquired

Total Raised


About Cake Financial

Cake is the leading online social network for investing based upon people's real portfolio holdings, actual performance and daily trades. Cake's mission is to fundamentally improve the way people invest through radical transparency ‚ accurate portfolio performance with clear benchmarks, community with credibility, and actionable trends based on real activity of other investors. Cake makes it easy to understand your entire portfolio performance by letting you automatically track all of your online brokerage accounts in one place and by providing meaningful performance calculations that are rarely supplied to the individual investor. Only at Cake can investors see up to 10 years of historical activity to provide context into how their investment savings are actually performing. Not even the leading brokerage firms' websites do that. Cake also lets you follow the portfolios and daily trades of top-performing investors and trusted family and friends. Members of Cake can create a trusted network of friends, family and similar investors to compare how they are doing, and set up activity alerts to see what others are watching, buying and selling-all in real-time. Cake Financial helps investors turn the "wisdom of crowds" into trusted, contextual, and actionable information. All safely, securely and anonymously. All in one place. All for free. It's Cake.

Headquarters Location

500 Third Street, Suite 260

San Francisco, California, 94107,

United States

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Expert Collections containing Cake Financial

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Cake Financial is included in 2 Expert Collections, including Wealth Tech.


Wealth Tech

1,921 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



7,750 items

US-based companies

Cake Financial Frequently Asked Questions (FAQ)

  • Where is Cake Financial's headquarters?

    Cake Financial's headquarters is located at 500 Third Street, Suite 260, San Francisco.

  • What is Cake Financial's latest funding round?

    Cake Financial's latest funding round is Acquired.

  • How much did Cake Financial raise?

    Cake Financial raised a total of $1.26M.

  • Who are the investors of Cake Financial?

    Investors of Cake Financial include E*TRADE, KPG Ventures, Alsop Louie Partners, TechCrunch50, Felicis and 4 more.

  • Who are Cake Financial's competitors?

    Competitors of Cake Financial include Betterment and 4 more.

Compare Cake Financial to Competitors

Betterment Logo

Betterment is a goal-based online investment company that delivers personalized financial advice paired with low fees and customer experience. Through its platform, Betterment's seeks to eliminate the typical complexities and time commitment of the traditional investment account. Behavioral guardrails built into the account help users make savvy, rational decisions with their finances.

SigFig Logo

SigFig offers financial technology focused on putting the customer at the center of the financial services experience. The company offers an ecosystem of needs discovery, remote collaboration, and digital wealth solutions. SigFig offers financial institutions the products SigFig Discover, SigFig Engage, and SigFig Digital Wealth to provide consumers with the experiences they need to achieve their financial goals. The company was founded in 2007 and is based in San Francisco.

BCP Global Logo
BCP Global

BCP Global provides digital solutions for financial institutions in Latin America. It has developed a digital platform to help its client base of family offices, broker-dealers, mid-scale financial institutions and independent financial advisors manage funds and assets.


ForUsAll offers a platform that enables employers to provide a modern 401(k) plan to employees with access to crypto, financial wellness benefits, and low fees. The platform provides features such as direct investment into a range of cryptocurrency tokens, automated plan administration, auto-reconciling payroll integration, tracking and enrolling of eligible employees, and actionable financial insights. The company was founded in 2012 and is based in San Carlos, California.


Wacai is a Chinese FinTech company that has developed an all-in-one online personal financial management platform that provides users with wealth management services and credit solutions through an extensive portfolio of mobile apps to meet their evolving lifelong personal financial service needs.

Wealthsimple Logo

Wealthsimple is a technology-driven investment manager that combines a robo-advisor platform with access to live advisors. The company was founded in 2014 and is based in Toronto, Ontario.

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