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.
Brokerage Operations Principal at Wealthfront. Financial Advisory and Operations at Opes, Ameriprise. Series 24 Principal.
Chief Growth Officer and Wealth Advisor at Adero Partners. University of San Francisco.
Director of Compliance and CCO at Principal Asset Management. JD in Securities Law. Series 24 Principal.
VP, Direct Indexing Sales at Vestmark and VP and Regional Director at Eaton Vance.
CFO at E78 Partners, Controller at Beach Point Capital Management.
CFO and FinOp at Center Street Securities. Financial and Operations Principal (Series 27).
Product Marketing Manager at Meta, Resy and American Express. Northwestern, DePaul.
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.