Cache | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Overview
Cache is a fintech company based in San Francisco specializing in brokerage services and financial products for individuals with large, concentrated stock positions. It aims to democratize access to sophisticated wealth management tools, making them available to a broader audience.
The company offers a modern exchange fund platform that allows investors to swap concentrated stock positions for diversified portfolios while deferring capital gains taxes. Features include lower minimum investment requirements, competitive fees, multiple benchmark options, and proprietary technology for stock tracking and diversification. Cache is an SEC-registered broker-dealer and investment advisor, prioritizing security and compliance with advanced encryption and assets held by reputable custodians. Since its launch in March 2024, the platform has experienced significant growth and attracted a diverse client base, including public company executives and wealth management firms.
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| xxxxxx | $88128 | 44 | Private | - | 5812 | x |
| xxxxxxx | $50679 | 107 | Private | - | 4941 | xxxxxxxxx |
| xxx | $90430 | 85 | Private | - | 7793 | xxxxxxxxx |
| xxxxxxx | $26395 | 67 | Private | - | 9894 | xxxxxxxx |
| xxxxxxxx | $48074 | 99 | Private | - | 1719 | xxx |
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