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:

pay high taxes
carry too much risk
We are changing that.

Cache gives everyone with large stock positions access to advanced products, tools, and insights that help them make the most of their holdings.

Our investors

We’re backed by leading venture capital firms—and some of the savviest investors in tech and finance.

First Round Capital
Seed Investors in Uber, Notion and Square
Quiet Capital
Seed Investors in Modern Treasury, Retool and Ro.
Ajeet Singh
Co-founder at Thoughtspot and Nutanix
Chris Abad
Design Director at Google and Square
Ankit Jain
Founder and CEO at Infinitus
Colin Anderson
Angel Investor and Former CFO at Palantir
Adam Nash
Co-founder at Daffy and ex-CEO at Wealthfront
James Herbert
SVP, First Republic Bank and Co-founder at Kiavi
Ellen Levy
Managing Director at Silicon Valley Connect, Board Member at CAIS, Walker and Dunlop
Gokul Rajaram
Exec at Doordash and Board Member at Pinterest & Coinbase
Damien Weiss
Partner at Wilson Sonsini
Gautam Kedia
Head of Fraud ML at Stripe
Bryant Chou
Co-founder and ex-CTO at Webflow
Eric Deng
Product Lead at Cruise and Waymo
Manas Kelshikar
Engineering Leader at Cloudkitchens and Uber
Lisa Kliensorge
VP of Partnerships at Puzzle
Larry Albukerk
Founder and Managing Director at EB Exchange
Ralph Drybrough
Founder and Managing Director at Fort Point Capital
Kavita Gupta
Founder at Delta Blockchain and Fintech.TV
Michael White
Co-founder and co-CEO at Multiply
Kumar Doraiswami
Founding Partner, Tribeca Early Stage Partners
Martin Mao
Co-founder and CEO at Chronosphere
Sudip Thakor
Investor / Fund Advisor and Former MD at Credit Suisse
Ryan Noon
Co-founder and CEO at Material Security
Sumir Meghani
Co-founder and CEO at Instawork
Sri Rao
Serial Entrepreneur and Venture Partner at Union Labs
Thejo Kote
Founder and CEO at Airbase
Ryan Sokol
VP of Engineering at Doordash
Spencer Penn
Co-founder and CEO at Lightsource
Vivek Patel
Former COO at Postmates
Thomas Chen
Co-founder and CTO at Supaglue
Brent Goldman
Former Engineering Leader at Sisu and Uber
Steve Salvadore
Formerly Executive Director at MUFJ and Bear Stearns

Our team

Founder and CEO

Engineering and Product at Uber and Waymo. UC Berkeley. Registered Investment Adviser (Series 65).

Head of Investments

Managing Director at DGV, Vice President and Portfolio Manager at Goldman Sachs. Columbia, Yale.

Investments Strategist

Portfolio Manager and Director at Eaton Vance for Exchange Funds. University of Denver. CFA Charterholder, CFP Certified.

Head of Brokerage Operations

Brokerage Operations Principal at Wealthfront. Financial Advisory and Operations at Opes, Ameriprise. Series 7 and Series 24.

Chief Compliance Officer

Compliance Consultant at Foreside, CCO at multiple broker-dealers and RIAs. Series 7 & Series 24.

Client Solutions Lead

VP, Direct Indexing Sales at Vestmark and VP and Regional Director at Eaton Vance.

Software Engineer

Staff Engineer and Manager at Uber. UCLA.

Software Engineer

UX Engineer at Amazon and Uber. Cornell.

Software Engineer

Senior Engineer at Robinhood and Meta. BITS.

Software Engineer

Staff Engineer at Doordash and LinkedIn. Penn.

Software Engineer

Principal Engineer at Syfe and Grab. NIT.

Head of Design

Design Director at Work&Co, Schema Design, and Hello Design. UCLA.

Financial Operations Manager

CFO and FinOp at Center Street Securities. Financial and Operations Principal (Series 27).

Head of Content Marketing

Content Marketing Lead at Gusto and SurveyMonkey. Stanford, NYU. JD.

Our advisors

Advisor – Marketing

Author of "Standout Startup" and marketing advisor to tech startups.

Advisor - Design

Design Director at Work&Co. Formerly at Ogilvy & Mather and NYTimes

Strategic Advisor

Executive Chairman at Lukka. Formerly DTCC Board Member and COO at Knight Capital Group

Strategic Advisor

Founder and Managing Partner at Fort Point Capital.

Strategic Advisor

Founder / Chief Investment Strategist of 55 North Private Wealth and Founder / Host of Investors First Podcast.