CacheTech - About the company
CacheTech is an unfunded company based in Logan (United States), founded in 2023. It operates as an AI-enabled investment advisory software. CacheTech has not raised any funding yet. The company has 78 active competitors, including 22 funded and 8 that have exited. Its top competitors include companies like 55ip, Mili and Quantfolio.
Company Details
AI-enabled investment advisory software. Focused on handling firm operations, compliance, investment management, trading and more. Advisors can unlock the power of generative AI for tasks such as writing investment policy statements, reviewing client documents, drafting emails, and pulling reports. Interact with data in a conversational manner, drastically simplifying access to data, and more.
Key Metrics
Founded Year
2023
Location
Logan, United States
Stage
Unfunded
Ranked
9th among 78 active competitors
Employee Count
15 as on Jan 31, 2026
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CacheTech's funding and investors
CacheTech has not raised any funding rounds yet.
CacheTech's founders and board of directors
Founder? Claim ProfileCacheTech's employee count trend
CacheTech has 15 employees as of Jan 26. Here is CacheTech's employee count trend over the years:
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CacheTech's Competitors and alternates
Top competitors of CacheTech include 55ip, Mili and Quantfolio. Here is the list of Top 10 competitors of CacheTech, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | 55ip 2015, Boston (United States), Acquired | White-label robo advisors for advisors & wealth management | $17.5M | 62/100 | |
2nd | Mili 2024, Lewes (United States), Series A | AI-powered meeting assistant for wealth advisors | $2M | 52/100 | |
3rd | Quantfolio 2015, Bergen (Norway), Series A | Provider of platform for financial institutions to deliver client-facing digital advice | $1.64M | 50/100 | |
4th | White-label robo advisors | $30M | 49/100 | ||
5th | Fount 2015, Seoul (South Korea), Series C | App- based platform for robo advisory services | $49M | 48/100 | |
6th | Quantifeed 2013, Hong Kong (China), Series C | White-label robo advisory solutions for wealth management | $14.5M | 48/100 | |
7th | Fundment 2014, London (United Kingdom), Series C | White-label robo-advisor solution | $58.7M | 44/100 | |
8th | API-based white-label solution for wealth advisors | $1.51M | 44/100 | ||
9th | CacheTech 2023, Logan (United States), Unfunded | AI-enabled investment advisory software | - | - | 44/100 |
10th | Marstone 2013, New York City (United States), Series B | White label robo-advisory platform | $13M | 42/100 |
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CacheTech's Investments and acquisitions
CacheTech has made no investments or acquisitions yet.
Reports related to CacheTech
Here is the latest report on CacheTech's sector:
News related to CacheTech
Media has covered CacheTech for a total of 11 events in the last 1 year, 11 of them have been about company updates.
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CacheTech Inc. Acquires New Stake in Broadcom Inc. $AVGOMarketBeat•Dec 16, 2025•CacheTech, Broadcom, Lbmcinvestmentadvisors, Sheets Smith Investment Management and 5 others
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3,573 Shares in Rubrik, Inc. (NYSE:RBRK) Acquired by CacheTech Inc.MarketBeat•Aug 19, 2025•CacheTech, Rubrik
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CacheTech Inc. Acquires 13,463 Shares of Atkore Inc. (NYSE:ATKR)MarketBeat•Aug 18, 2025•Atkore, CacheTech, Deutsche Bank, American Century Investments and 1 other
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CacheTech Inc. Invests $244,000 in Hims & Hers Health, Inc. (NYSE:HIMS)MarketBeat•Aug 18, 2025•CacheTech, Hims
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CacheTech Inc. Makes New Investment in SoFi Technologies, Inc. (NASDAQ:SOFI)MarketBeat•Aug 18, 2025•CacheTech, SoFi, Versor Investments
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