CacheTech Advisor Solutions is quickly earning recognition as the architect of one of America’s most innovative TAMPs. Built by advisors for advisors, the platform blends cutting-edge technology with deep investment expertise, giving wealth managers both a comprehensive platform and a trusted partner in execution.
In an interview with The Wealth Advisor’s Scott Martin at Future Proof Festival 2025 in Huntington Beach, California, Cormac Murphy, CEO and CIO of CacheTech, shared how the firm’s approach is designed to allow advisors to focus on growth, deliver better client outcomes, and work with a partner that views itself as part of their team.
Streamlining Operations to Free Advisors for Growth
CacheTech was founded with a simple but ambitious goal: address the systemic inefficiencies that slow advisors down. Instead of requiring practices to juggle multiple vendors, disconnected systems, and endless service requests, CacheTech integrates all these inputs into a single hub.
From CRM and client onboarding to billing, workflows, trading, and reporting, the platform handles the functions that usually consume hours of an advisor’s week. Advisors may manage portfolios using CacheTech’s models, create their own, or blend multiple approaches—all with automated tax-loss harvesting, compliance-ready reporting, and fast cloud-driven rebalancing.
“Our biggest mission was to streamline a lot of operational issues, investment management, distributions to clients, all of these things that can take up a lot of time,” Murphy says. “We wanted to build a platform that enabled us to get past those, make them fast and easy, get advisors and the investment management and the trading ops team all living and breathing in the same place to bring that team feeling to it.”
When daily service requests dominate an advisor’s schedule, there’s little space left for a big-picture strategy. CacheTech’s approach aims to ensure firms can offload administrative burdens without sacrificing collaboration. “That way, we can dive into some deeper stuff, like not always having to focus on the service aspects of it. Learn more about the business, the goals, and what we can do to drive their goals forward,” he adds.
Protecting the “I” in RIA
As consolidation in the advisory industry accelerates, many independent firms worry about losing their individuality. Murphy makes clear that CacheTech was designed to safeguard the advisor’s identity and keep the independence in RIA. “We always say that the ‘I’ in RIA is pretty important, and it’s hard to maintain if it gets overly commoditized,” he notes.
Rather than prioritizing scale for its own sake, CacheTech seeks partners that share its philosophy. “With that, we are growing at a moderate pace because we want to make sure we’re with the right clients and like-minded people, practices that fit the way we’re viewing things too,” Murphy explains. “We don’t care about AUM. If it’s a forward-thinking advisor, I’d love to help them double, triple, whatever it may be.”
In an era defined by aggregators, CacheTech’s deliberate selectivity offers something rare: a partnership ethos that protects individuality while sharing a commitment to meaningful growth.
Building Relationships That Extend Beyond the Platform
CacheTech’s model of partnership extends beyond software and investment management. Many advisors even list CacheTech on their websites as members of their team, a reflection of the trust earned through mutual goals and active collaboration.
“Having a general view of how advice should look—how financial advisory practices should look—makes it easy to speak the same language, learn from each other, and deliver on each other’s promises, whether it’s to their end clients or us to them,” explains Murphy.
That spirit extends to the advisor community itself. CacheTech has facilitated peer-to-peer connections between firms, creating opportunities to share insights and best practices. “It’s amazing how willing people are to help each other with the right introduction,” he says, recalling how one firm struggling with outreach benefited from an introduction to another firm that had cracked the code. “It was cool just to make that connection, and it had nothing to do with our platform. It was just something we could do to help a partner firm.”
The result is an environment where advisors feel supported by both CacheTech and peers who share the same vision for client service.
Deep Investment Management Expertise
Although CacheTech was born from a desire to fix operational challenges, the firm’s investment capabilities run equally deep. Advisors gain access to an institutional-caliber investment management team that can support complex portfolio needs.
“Rather than service requests, we’re going deep into the portfolios, enabling the advisors to demonstrate the sort of horsepower that they’ve enabled by using a TAMP,” explains Murphy. “And I want them to go as deep.” For him, portfolio work is more than a function—it’s a passion: “I love it. I live it and breathe it.”
CacheTech’s ability to attract top talent underscores the strength of its investment focus. Professionals from prestigious asset managers have joined the team, drawn to an environment where their ideas directly shape portfolios without being diluted by endless committees where “everybody has to put their 2 cents in,” he says.
“We want our investment professionals to drive the results and not give them that access—use the size that we are to provide a nimble course for everything, whether it’s technology, investment management, all of that. Innovate, get the best ideas forward, and make them actionable,” Murphy emphasizes.
Empowering Advisors Through Portfolio Transparency
CacheTech takes a hands-on approach to portfolio conversations with advisors, helping to ensure that financial professionals can confidently articulate investment decisions to clients.
“When we’re in that relationship with the advisor, when you’re really talking to the decision-makers—why this is in the portfolio, what went right, what went wrong—you’re giving them a deep insight that then they can convey to their end clients,” Murphy says.
The elevated level of transparency helps strengthen client trust and differentiate advisors in competitive markets. “The streamlined aspect of it allows us to empower our advisors to have those deeper conversations, and then we’re more than happy to hop on the call too if they want to,” he points out.
CacheTech’s quant team also steps in to solve unique challenges, from managing concentrated positions to tailoring strategies around client objectives. “What does your client want? What are the objectives here? Okay, let’s tailor a solution to that,” Murphy explains. Importantly, pricing remains consistent regardless of customization. “The fee is the fee because we want to partner with people and deliver solutions, not upsell,” he notes.
A Passion for Solving Problems
CacheTech was built by advisors who understand the realities of running a practice. By combining comprehensive technology, operational support, and institutional-grade investment expertise, the firm aims to allow advisory practices to move past bottlenecks and build deeper client relationships. At the heart of CacheTech’s culture is a genuine drive to solve problems and make the advisor’s job smoother, more streamlined, and ultimately more focused on growth.
“Our employees are deeply invested in what we’re doing,” Murphy says. “We are passionate about solving problems, and that’s what we want to do.”
CacheTech’s platform isn’t designed for everyone, and that’s intentional. The firm seeks out forward-thinking partners who value collaboration, transparency, and growth over commoditization. Selectivity helps build relationships on a foundation of mutual respect and cultural fit.
“It just makes going to work fun,” Murphy says.
For advisors who want more than a platform—those who want a partner invested in their long-term success—CacheTech offers a rare combination of innovation, alignment, and genuine collaboration.
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Disclosures
This communication is for informational purposes only and does not constitute an offer or solicitation for any investment strategy or advisory service. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. For additional disclosures and detailed information, please visit www.CacheTech.io.
