Is your financial future riding on one or two stocks?
IRA
Investments
Estate
Diversify without a giant tax bill.
Optimize your portfolio with the Cache Exchange Fund. Reduce your risk immediately without a huge upfront cost.
Join thousands of shareholders from over 500 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
Moving your appreciated stocks into a diversified fund could reduce risk and secure a brighter financial future.
Invest 100% of your
pre-tax dollarsKeep all of your investment working for you. We help you diversify now and defer capital gains taxes until you need to sell.
Stay growth-oriented or go broad market
Swap your stocks for exchange funds built around well-known benchmark indices like the Nasdaq-100 and S&P 500.
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See why a growing number of investors choose Cache
Cache does not pay for testimonials or endorsements
Built for your large stock positions
Access exclusive strategies once reserved for the ultra-wealthy.
Handpicked products to help you make the most of your stocks.
Diversify without a giant tax bill
Earn income from your idle stocks
Borrow up to 90% on your stocks
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.
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.
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.
Robust insurance
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.
Insurance DisclosureRedeem requirements
Make better decisions for your large stock positions with Cache.
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.
Tell your friends about Cache and get $100k managed free for a year for every friend you refer. See how it works
Most wanted stocks
Refer friends with these stocks, and get higher amounts managed for free.
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