Cake Financial

Some 90 million Americans now seek wealth in the stock market, but the investment industry is fundamentally broken for individuals. No longer. Cake Financial is the new way to invest.

Almost 90% of mutual funds do not beat the stock market's returns in a typical year, and nearly 70% of investors believe "financial advisors and advisory firms put their own interests ahead of their clients" (Annual Securities Industry Association Investor Survey). There's no evidence that "experts" are any better than the rest of us at selecting stocks that outperform, and mutual funds touted by various financial magazines don't even perform as well as the average mutual fund.

Cake Financial harnesses the power of individual investors that a recent Harvard Business School study found consistently beat the market and so-called investment professionals. Cake is the free online investment service that makes it easy to follow the real portfolios and trades of top-performing investors and trusted family and friends.

Only Cake lets investors securely tap into the power of actual portfolios from leading online brokerage firms, providing unprecedented transparency without revealing any private information. And only at Cake can investors automatically track all of their online brokerage accounts, letting them see up to 10 years of historical activity to provide context into how their portfolio is actually performing. Not even the leading brokerage firms’ websites do that.

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 Corporation was founded in April 2006 and is headquartered in San Francisco, CA.