We are proud to share that Cormac Murphy, CFA, the CEO of CacheTech Advisor Solutions has been named a 2024 Rising Star by InvestmentNews.
CacheTech Advisor Solutions
金融服务
Logan，UT 604 位关注者
RIA technology platform built by and for investment advisors
关于我们
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.
- 网站
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https://www.cachetech.io/
CacheTech Advisor Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Logan，UT
- 类型
- 私人持股
- 创立
- 2023
- 领域
- Investment Management、RIA Technology、Trading、Financial Planning、Tax Loss Harvesting和AI
地点
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主要
获取路线
701 Main Street
Suite 400
US，UT，Logan，84321
CacheTech Advisor Solutions员工
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Cormac Murphy, CFA
CEO of CacheTech | Revolutionizing RIAs with Advanced AI, Portfolio Management and Trading Technology
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Radhakishan Jangid
Full Stack Developer | React Js | Node Js | React Native
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Connor Murphy
Managing Director, Trading and Operations Chief Compliance Officer
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Tong Bai, CFA
Volatility Strategy Research & Development, algo trading
动态
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Are you using your CRM to its fullest potential? Probably not, and that's okay; software is a tool to make you more productive, not a demand for expertise. Listen to our CEO Cormac Murphy, CFA discuss the use case of a lightweight CRM for the vast majority of user needs, while acknowledging that you can't be everything to everyone.
Lightweight CRM Integration for RIAs - Cormac Murphy, CFA, CEO of CacheTech Advisor Solutions, on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/gpmSCDdK
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CacheTech is excited to congratulate Adams Wealth Advisors on being ranked #36 on Financial Advisor Magazine's 2024 Top 50 Fastest-Growing Firms Ranking! We are proud to have played a part in your growth journey and are inspired by the recognition you have received. Your success story is a shining example of what can be achieved with a strong team, innovative solutions, and unwavering client support. At CacheTech, we are committed to helping other firms achieve similar growth at scale. With our cutting-edge technology and expert guidance, we are well-positioned to support advisors in reaching their full potential.? Learn more about how CacheTech can elevate your firm's growth by clicking the link below.? https://lnkd.in/gZRepnUW
We are thrilled to share that Adams Wealth Advisors has been ranked #36 on Financial Advisor Magazine's 2024 Top 50 Fastest-Growing Firms Ranking! This achievement is a true team effort, and we are immensely grateful for the strengths, skills, and abilities each team member brings. Our heartfelt thanks go out to our incredible clients and community for your unwavering support throughout our growth and development. We couldn't have done it without you! https://hubs.li/Q02HbhMJ0 #GoTogether #FastestGrowingFirms #FinancialAdvisor #AdamsWealthAdvisors DISCLAIMER: Awards for Financial Advisor Magazine’s 2024 Top 50 Fastest Growing Firms and 2024 RIA Ranking were awarded to the firm on 7/12/2024. The awards were based on nominations submitted to Financial Advisor Magazine from 3/28/2024 to 4/12/2024. AWA did not provide compensation to Financial Advisor Magazine for entry or use of the award.
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Great conversation between our CEO Cormac Murphy, CFA and Rich Walker ?? discussing how CacheTech enables advisors to operate at scale, drive client results, and how AI may shape the future of RIA trading and operations.
I'm thrilled to announce our latest episode of The Customer Wins! This week, we have Cormac Murphy, CFA , the CEO of CacheTech Advisor Solutions on the show. And in a rare opportunity, I'm actually heading over to his office in Utah to meet in person to celebrate this show airing and to meet him in person (all this virtual stuff is great, but nothing replaces face-to-face, right?). Cormac shared invaluable insights into how his company is revolutionizing the support for independent Registered Investment Advisors (RIAs). Mentions: ???Joe Moss?? of ProAdvisorSuite Reviews, Tom Rieman, CPWA of Practice Intel, Sid Yenamandra of Surge Ventures, Daniel (Seong Min) Yoo of FinMate AI, Jeff Schwantz of Advisor360°
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
Rich Walker ??，发布于领英
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We're #hiring a new Junior Developer in Logan, Utah. Apply today or share this post with your network.
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We are thrilled to announce that Cormac Murphy, CFA, CEO of CacheTech Advisor Solutions, has been honored with the Executive Excellence Award from Utah Business Magazine! Cormac's innovative and groundbreaking leadership has been instrumental in the development of CacheTech. Recognizing the immense opportunities in the independent advisory space, Cormac and his team developed this platform from one advisor to another, with the goal of revolutionizing the industry and empowering independent advisors to succeed. CacheTech stands at the forefront of this rapidly growing industry, providing cutting-edge solutions that address the unique needs of independent advisors. Our platform is built on the principles of innovation, collaboration, and excellence—values that Cormac embodies every day. As the independent advisory space continues to gain traction, CacheTech remains rooted in the success of our clients, thanks to the forward-thinking vision of Cormac and his dedicated team. Thank you, Utah Business Magazine, for recognizing Cormac's outstanding contributions and for hosting this prestigious award. We are incredibly proud of Cormac's achievements and excited about the future of CacheTech Advisory Solutions under his leadership. https://hubs.la/Q02CT8gt0 DISCLAIMER: The Executive Excellence was awarded by Utah Business Magazine on 6/20/2024 and is based on entries in April 2024. CacheTech did not provide any compensation to Utah Business Magazine for entry or use of the Executive Excellence.
Cormac Murphy | 2024 Executive Excellence - Utah Business
https://www.utahbusiness.com
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We're thrilled to welcome Connor Murphy to the CacheTech team as the Managing Director of Trading and Operations! Connor brings a robust background in trading, operations, and team management. In his previous role, Connor oversaw the trading teams of multiple SMA products, which, in total, serviced over 750,000 client accounts and $100 billion in assets. We look forward to the scalability that his leadership will bring to our ever-growing platform. Welcome aboard, Connor! #CacheTechAdvisorSolutions
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CacheTech Advisor Solutions was metioned in this list of leading AdvisorTech solutions! What an honor!
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech! This month's edition kicks off with the news: -RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients? -Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms -Flourish has launched a new annuities platform, aiming to provide a marketplace of fee-based annuities for fiduciary RIAs -Estate planning software provider Vanilla has announced a partnership with Vanguard's Ultra-HNW-focused Personal Advisors Wealth Management This is also a month of quite a few new additions to the "Financial AdvisorTech Solutions Map"! -Financial Planning: Fiduciary Genius.llc -WealthTech for Advisors, Bequest Finance, and PhilanthPro Solutions Inc. -Investment Management: AssetSprout, Future Capital, Plan Confidence Corporation, Boosted.ai, ARQA, and Jacobi -Client Engagement: Jump, Zocks, and C&J Innovations, LLC -Business Development: FINNY, TIFIN AG, Equilar, and Powder -Operations: DUE DILIGENCE WORKS, INC. and Dispatch https://bit.ly/3HIXYj7 #advicers
The Latest In Financial #AdvisorTech (February 2024)
link.kitces.com
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We are excited to announce the addition of Raj Shekhar, Ph.D., CFA, to the CacheTech Advisor Solutions Team! Raj will serve as the Head of Quantitative Research and Portfolio Manager. Having previously worked in quantitative roles at Citigroup, Knight Capital and most recently, as a member of the Quantitative Investment Group at Wellington Management, Raj brings a wealth of expertise in quantitative research, risk management, equity and fixed income alpha models, as well as factor investing. Raj is a CFA charterholder with a Ph.D. in Chemical Engineering from the University of Wisconsin-Madison. Raj’s demonstrated analytical abilities will greatly enhance the skillset of our team, and we look forward to the invaluable contributions he will make to the CacheTech Team and our clients. Welcome aboard, Raj! For more information on Raj and his background, click the link below: https://hubs.la/Q02jK7Lj0
CacheTech Advisor Solutions Welcomes Raj Shekhar, Ph.D, CFA as a Portfolio Manager and Head of Quantitative Research
apnews.com