Today, our platform creates efficiencies that improve bank customer loyalty and engagement. Cachematrix's expertise in banking, financial technology and asset management drives successful platform integrations, groundbreaking products and market intelligence for our partners.

Our Story

Cachematrix was created with a single goal in mind: to create a better way for companies to manage liquidity. We believed that cash management didn’t need to be time consuming or complicated, so in 2003 we developed a groundbreaking technology platform to simplify cash management.

As our cutting-edge solution – and the ability to seamlessly analyze, trade, perform compliance checks and see detailed reports – began to attract attention across the industry, we saw an opportunity to provide our liquidity management platform as software as a service (SaaS) to banks that were in search of leading technology solutions for their corporate treasury clients, and a reliable partner that wouldn’t compete with them. We have consistently and reliably delivered on both requirements.

Growth and Engagement

We have grown significantly since the early days, but there's also a lot that has not changed about Cachematrix. Our entire team – from senior management to account managers – is always engaged and ready to anticipate emerging trends that will impact our bank clients. That same spirit of innovation that made us a financial technology pioneer continues to define our culture. And we remain dedicated to constantly improving our platform to ensure best-in-class service and functionality.

Our Difference

Expertise where it matters most

Our team brings decades of experience in banking, asset management and financial technology, which means we understand every nuance of our clients’ opportunities and challenges.

Consultative approach

Our deep relationships across asset managers, leading banks and corporate treasurers put Cachematrix at the center of developing trends. We collaborate with our bank clients to share our market intelligence and anticipate what’s next for the industry.

Singularly committed to our bank clients’ success

We are a financial technology provider solely focused on delivering a leading-edge cash management solution for corporate treasury professionals through banks. Importantly, we don’t compete with our bank clients for corporate business. This independence allows us to deliver a broad, unbiased range of liquidity solutions and to help our clients meet the needs of corporate treasury professionals.

Unparalleled service and support

A dedicated team of experts is assigned to each client relationship to provide proactive support and a single point of contact. No matter where – or when – our clients need assistance, our global coverage model offers support 24 hours a day, seven days per week.

Our Team

Our team is dedicated to delivering services accurately and on time – from start to finish for every client, every day. Our extensive industry knowledge and practical experience with financial institutions and corporate treasury teams make Cachematrix a collaborative and insightful partner.

George Hagerman - Founder and Chairman

George Hagerman is Founder and Chairman of Cachematrix. He has had a distinguished 30-year career in the institutional money funds business. Prior to founding Cachematrix, George led money fund sales, marketing and distribution efforts for Fidelity...

Read George Hagerman's Complete Bio
Dave Agostine - CEO

Dave Agostine is Chief Executive Officer of Cachematrix. His extensive career in the financial services industry has spanned a wide range of accomplishments. Immediately prior to joining Cachematrix, Dave was a Principal with Market Metrics, an analytics division...

Read Dave Agostine's Complete Bio
Matt Crooks - CIO

Matt Crooks is the Chief Information Officer at Cachematrix. In this role, Matt is responsible for oversight of all the development efforts for the firm, for determining the strategic technology direction, and for coordination of all project management and client delivery...

Read Matt Crook's Complete Bio
Kevin Sun - CTO

As Chief Technology Officer, Kevin Sun leads implementation and integration of the Cachematrix platform into technology systems at banks and other financial service firms that license the company's trading technology...

Read Kevin Sun's Complete Bio
Pete Young - Head of Strategic Business Development

As Head of Strategic Business Development Pete serves as a critical resource in supporting, managing and driving business development projects and initiatives for Cachematrix...

Read Pete Young's Complete Bio
Kevin Ancell - Global Head of Operations

Kevin is the Global Head of Operations at Cachematrix. In this role, he is responsible for driving company resource management, steering enterprise-wide initiatives and providing technical consulting...

Read Kevin Ancell's Complete Bio
Fred Berretta - Global Head of Sales

Fred Berretta has an extensive career in the investment and financial services industry, having held several executive positions in his twenty-five year tenure at Bank of America Merrill Lynch ...

Read Fred Berretta's Complete Bio