Our mission: build the best brokerage to manage your large stock positions.
Concentrated stock exposure is a common problem. And the private wealth industry has long had specialized instruments for managing it.
But historically, only 0.1% of investors have had access.
With individual stock positions, most investors assume they only have two options:
Cache gives everyone with large stock positions access to advanced products, tools, and insights that help them make the most of their holdings.
Our team
Engineering and Product at Uber and Waymo. UC Berkeley. Registered Investment Adviser (Series 65).
Managing Director at DGV, Vice President and Portfolio Manager at Goldman Sachs. Columbia, Yale.
Chief Growth Officer and Wealth Advisor at Adero Partners. University of San Francisco.
Brokerage Operations Principal at Wealthfront. Financial Operations at Opes, Ameriprise. USF. Series 24 Principal.
Director of Compliance and CCO at Principal Asset Management. JD in Securities Law. Series 24 Principal.
CFO at E78 Partners, Controller at Beach Point Capital Management.
CFO and FinOp at Center Street Securities. Financial and Operations Principal (Series 27).
Director of Operations at Betterment. VP at Goldman Sachs. Series 27 Principal. University of South Florida
Financial Consultant at E*Trade from Morgan Stanley. Institutional Sales at Dimensional. University of Oregon.
Our advisors
Founding CEO and Chairman at Aspiriant, Author of Managing Concentrated Stock Wealth
ex-CFO at Charles Schwab, Board Member at Focus Financial, and Operating Advisor at CD&R
Chief Revenue Officer at Vanilla, Head of Partnerships at Addepar
