CacheTech Advisor Solutions Revenue
Financial Services • 
701 Main Street, Suite 400, United States • 11-20 Employees
CacheTech Advisor Solutions revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Key Contacts at CacheTech Advisor Solutions
Pooja Singh
Product Owner
Connor Murphy
Managing Director, Trading And Operations
Company overview
| Headquarters | 701 Main Street, Suite 400, Logan, UT 84321, US |
| Phone number | +14357521702 |
| Website | |
| NAICS | 52 |
| Keywords | Trading, Financial Planning, Investment Management, AI, Tax Loss Harvesting, Ria Technology |
| Founded | 2023 |
| Employees | 11-20 |
| Socials |
CacheTech Advisor Solutions Email Formats
CacheTech Advisor Solutions uses 2 email formats. The most common is {first name} (e.g., john@cachetech.io), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@cachetech.io | 66.7% |
{first initial} | j@cachetech.io | 33.3% |
About CacheTech Advisor Solutions
CacheTech is a pioneering company providing a single technology solution for Registered Investment Advisors (RIAs) that addresses their operational, CRM, and portfolio management needs. With a commitment to merging Finance and Technology, we offer a comprehensive suite of services aimed at empowering advisors and driving successful client outcomes. At the core of our solution is Cait, your personal AI advisor support. Cait enables users to engage with data in a conversational manner, including client information, account balances, transactions, and investment performance. This intuitive AI interface enhances efficiency and allows advisors to focus on building strong client relationships and delivering personalized service. CacheTech's unique advantage lies in our deep understanding of the advisory space. Built by advisors for advisors, our platform was developed and actively used within a well-established firm. This firsthand experience ensures that our technology caters specifically to the needs and challenges faced by RIAs. We aim to bring advanced automation and analytics to every aspect of your firm. Through AI, we will streamline client onboarding, asset validation, risk analytics, personalized reviews, and media content creation. While technology can enhance efficiency, our ultimate goal is to foster human connection by reducing operational friction. We want advisors to have the time and freedom to understand their clients on a deeper, personal level.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
CacheTech Advisor Solutions has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
CacheTech Advisor Solutions has never raised funding before.
CacheTech Advisor Solutions Tech Stack
Discover the technologies and tools that power CacheTech Advisor Solutions's digital infrastructure, from frameworks to analytics platforms.
Miscellaneous
CDN
Analytics
Miscellaneous
Analytics
UI frameworks
CDN
PaaS
Tag managers
Hosting
Marketing automation
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