How Cache secures your assets while protecting your wealth

Earning your trust is our top priority. Here’s how we’re approaching it.

Srikanth Narayan

Founder and CEO

What you'll learn

Before I founded Cache, I surveyed hundreds of friends and colleagues and found that they struggled to manage their large stock positions. We had identified an important problem people needed help with and a solution they described as a ‘no-brainer.’ We quickly assembled an incredibly talented team that could bring the product vision to market. However, unlike other consumer products, we needed to go beyond identifying a critical problem and building an innovative solution.

At Cache, we’re not building a product our customers will spend a small amount of their time or money on. We focus on a critical aspect of their lives - their financial well-being. And our products help in managing a substantial portion of their overall net worth.

The stakes are high for our clients, so “move fast and break things” is not in our DNA. The only way we can be successful is to focus on one ingredient more than anything else - TRUST.

How we’re protecting our clients

Our clients have usually accumulated large stock positions through successful investment decisions or different types of equity compensation. For many of them, this stock is the most valuable asset they own. It’s often the key that unlocks their plans for the future.

To be worthy of their trust, we had to do a lot of really hard things – and do them well: 

Obtain the regulatory registrations

Cache is a broker-dealer and an investment adviser registered with the SEC and a member of FINRA.

Build a robust brokerage platform

Our engineering team spent a year building and fine-tuning a brokerage platform they would be excited to use themselves. In fact, now we are. We prioritized not just a user-friendly experience but also the development of a robust platform built for the unique problem of large stock positions.

Use the best financial infrastructure

We do not hold any client assets. Instead, we decided to use battle-tested, reputable providers to serve these needs. Our funds are custodied at BNY Mellon, the world’s largest custodian bank (used by the likes of Vanguard for their funds). Our brokerage assets are held at Apex – a clearing and custody broker that has served firms like Wealthfront, Robinhood, Ally, and more.

Be appropriately insured

Cache accounts and exchange funds are each protected by SIPC up to $500K in stocks. On top of that, both Apex and BNY Mellon hold private insurance that provides coverage well above the SIPC limits.

Hire an exceptional team

We built a highly-qualified team with the skill and experience to build a durable platform, make informed investment decisions, and simplify the process for our clients.

Our Investments team has managed multi-billion dollar portfolios at Goldman Sachs, Eaton Vance, and others, including the largest exchange funds.

Our Operations team has managed the private family office for a major tech entrepreneur and worked on concentrated positions at Vanguard.

Our Product and Engineering teams have built world-class products at Uber, Robinhood, Stripe, and LinkedIn.

Be financially stable
(and plan for the long term)

We have been lucky to partner with investors who believed in what we were building. We are backed by top-tier venture firms and about 40 angel investors across technology and finance, and we have years of operational runway. We also have a built-in a succession plan should anything impact our ability to serve clients.

Offer the utmost transparency

In a world where very little is known about exchange funds outside private wealth channels, we opted to be fully transparent about the product we are building. We’ve created detailed guides and interactive tools to explain Exchange Funds clearly, and we spend hundreds of hours educating our clients and detailing every aspect of our product operations. Our focus on transparency also includes turning down many investors who aren’t a good fit for the Exchange Fund.

What our clients say

We’re launching our first fund and onboarded clients successfully, and I couldn’t be more proud of what we’ve built – or the principles we adhered to as we built it. Our quest to earn and maintain trust is a never-ending journey, and we have a lot more we plan to do there. 

One of our early clients, Tom C, a long-time engineer, recently told us that Cache is “a simple and accessible approach to diversifying stock that many lifelong tech workers never knew existed.”

I’m excited to offer a solution to Tom’s problem, but I’m absolutely delighted that he felt comfortable putting his stocks on our platform. If there’s anything I can do to help you understand our products or how our platform protects our clients, let me know.


Diversify your stocks without a giant tax bill
Over $100k in a single stock?
The Cache Exchange Fund can help.
Learn more

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