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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.

Cake Financial Headquarter Location

500 Third Street, Suite 260

San Francisco, California, 94107,

United States

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

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

1,111 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.



7,165 items

US-based companies

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