Too much of your net worth in one or two stocks?

Savings
401k/

IRA
Personal

Investments
$
Real
Estate

Diversify without a giant tax bill.

Optimize your portfolio with the Cache Exchange Fund. Reduce your risk immediately without a huge upfront cost.

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SEC registered
Secure & private

Working with shareholders from over 125 top companies

  • AVGO
  • GOOG
  • AAPL
  • MSFT
  • ADBE
  • AVGO
  • GOOG
  • AAPL
  • MSFT
  • ADBE
  • AVGO
  • GOOG
  • AAPL
  • MSFT
  • ADBE
  • SNOW
  • META
  • TSLA
  • AMZN
  • ABNB
  • SNOW
  • META
  • TSLA
  • AMZN
  • ABNB
  • SNOW
  • META
  • TSLA
  • AMZN
  • ABNB

Protect your hard-earned wealth with the Cache Exchange Fund

  • Take your winnings off the table

    Secure a brighter financial future by moving your risky concentrated position to a safer diversified fund.

  • Invest 100% of your
    pre-tax dollars

    Keep all of your investment working for you. We help you diversify now and defer capital gains taxes until you need liquidity.

  • Stay focused on
    growth

    Exchange your stocks for a portfolio benchmarked to the Nasdaq-100, home to the most innovative companies today, including the Magnificent Seven.

Built for your large stock positions Access exclusive strategies once reserved for the ultra-wealthy.

Watch our intro

Handpicked products to help you make the most of your stocks.

Your Stocks

Earn income from your idle stocks

Start Stock Lending
$MSFT

Borrow up to 90% on your stocks

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Your peace of mind? Always top of mind

  • Registered and regulated

    We've built Cache in strict accordance with regulations. Cache is an SEC-registered Broker–Dealer and Investment Advisor.

    Redeem requirements
  • Secure and private

    We take your security and privacy very seriously. Your data is encrypted at rest and in transit using 256-bit AES encryption.

    Redeem requirements
  • Exceptional asset safety

    We don’t hold your assets. Our funds are held at BNY Mellon, the largest custodian bank. Brokerage assets are held at Apex, a leading clearing broker powering many modern investment platforms.

    Redeem requirements
  • Appropriately insured

    Your money is protected. Every Cache account and exchange fund is protected by SIPC up to $500K in stocks, plus private insurance from our custodian. FDIC Sweep insures up to $5M in cash.

    Redeem requirements

A bespoke brokerage, built for you

Our team worked at major tech firms, where we faced the problem of concentrated stocks first-hand. And while the world of private wealth had specialized products for this issue, they were inaccessible to most of us.

To change that, we created Cache.

Our diverse team comprises investment experts, financial operations specialists, seasoned compliance professionals, and a top-tier product development team.

Trusted by leaders in tech

Cache makes the powerful, tax-efficient diversification of exchange funds widely accessible and easy to use for anyone with a concentrated stock position. From employees to venture capitalists, everyone can benefit.

Bill Trenchard

Partner, First Round Capital and Cache Investor

Cache makes it simple for those with concentrated stock positions to diversify. For tech employees, it's a no-brainer. Use Cache to achieve a diversified portfolio without selling stock and incurring capital gains taxes.

Judy Abad

Marketing Leader at Whatsapp, Early Employee at Facebook and Slack

Cache has built a compelling set of products for folks holding a large stock position, freeing strategies only available through a private wealth advisor. Their product is spot-on for their audience.

Gokul Rajaram

Exec at Doordash, Board Member at Pinterest and Coinbase, Cache Investor

Exchange funds have certainly benefited myself and my family by allowing us to diversify our concentrated holdings and reduce risk. Given their long-term investment focus, exchange funds are an excellent shareholder for the company I am pouring my energy into.

Scott Dietzen

Former CEO And Chairman, Pure Storage ($PSTG)

Whether your company IPO'ed 10 years ago or yesterday, Cache is a broker that provides incredible tools for diversifying your stock and growing wealth. Their product is well designed, accessible to all accredited investors, and built with deep research on tax-efficient investing.

Michael Bloch

Partner at Quiet Capital, Early Employee at Doordash, Cache Investor

It gets better
when you bring
your friends along

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