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.
Portfolio Manager and Director at Eaton Vance for Exchange Funds. University of Denver. CFA Charterholder, CFP Certified.
Brokerage Operations Principal at Wealthfront. Financial Advisory and Operations at Opes, Ameriprise. Series 7 and Series 24.
Compliance Consultant at Foreside, CCO at multiple broker-dealers and RIAs. Series 7 & Series 24.
VP, Direct Indexing Sales at Vestmark and VP and Regional Director at Eaton Vance.
CFO and FinOp at Center Street Securities. Financial and Operations Principal (Series 27).
Content Marketing Lead at Gusto and SurveyMonkey. Stanford, NYU. JD.
Our advisors
Author of "Standout Startup" and marketing advisor to tech startups.
Design Director at Work&Co. Formerly at Ogilvy & Mather and NYTimes
Executive Chairman at Lukka. Formerly DTCC Board Member and COO at Knight Capital Group
Founder / Chief Investment Strategist of 55 North Private Wealth and Founder / Host of Investors First Podcast.