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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



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

2,077 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



8,122 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

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 FutureAdvisor and 4 more.


Compare Cake Financial to Competitors

Betterment Logo

Betterment operates in the investment and savings sector. The company offers automated investing services, high-yield cash accounts, and retirement planning tools. It primarily serves individuals, employers, and advisors. It was founded in 2008 and is based in New York, New York.

SigFig Logo

SigFig focuses on digital wealth solutions. The company offers a range of services including needs discovery, remote collaboration, and digital wealth management solutions, designed to streamline operations for financial advisors and investors. SigFig primarily serves banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.

Raisin Logo

Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.

Human Interest Logo
Human Interest

Human Interest focuses on providing retirement savings solutions. It offers affordable, full-service 401(k) and 403(b) plans, making it easier for small and medium-sized businesses to help their employees save for retirement. Its services primarily cater to the small and medium business sectors. It was formerly known as Captain401. The company was founded in 2015 and is based in San Francisco, California.

BCP Global Logo
BCP Global

BCP Global operates as a provider of digital solutions. The company offers services such as investment in portfolios and treasury bills, trading, lending, and life insurance. It primarily serves financial advisors and financial institutions. It was founded in 2010 and is based in Miami, Florida.

Wealthsimple Logo

Wealthsimple operates in the investment management industry. The company offers a range of services including managed investing, investing, and high-interest savings accounts. These services are designed to help individuals build long-term wealth by maximizing returns and minimizing risk. Wealthsimple was formerly known as Canadian Shareowner Investments. It was founded in 2014 and is based in Toronto, Canada.


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