Meet sophisticated new clients
When our clients want help with their financial plans, we’ll match them with firms on our network.
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Clients on the Cache platform:
Highly successful and sophisticated
Holding concentrated stock positions
Have a long-term mindset
Our new Advisor Match program helps our clients find the top-tier financial advisors they’re looking for.
Thousands of tech professionals and high-net-worth individuals join our platform to manage their concentrated stock positions. Many are also looking for expert guidance — and they deserve an advisor like you.
Create your profile to apply to be a pilot member Advisor Match is set to go live for our clients in Q4 2024.
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