Articles from Cache

Cache, the modern investment platform for investors with concentrated stock positions, today announced it has surpassed $1 billion in platform assets, marking a milestone built on trust, technology, and a new generation of professionals ready to take control of their financial futures.

The wealth management industry has long reserved its most sophisticated tools for the ultra-wealthy. For the growing number of investors with concentrated stock positions, often the result of successful equity compensation or investment gains, the traditional options remained limited: hold and bear concentrated risk, or sell and face significant capital gains taxes. Exchange funds offered a third path, but these tax-efficient diversification tools required million-dollar minimums and came with prohibitive fees. Cache is changing that equation.

Cache, a pioneering fintech company offering specialized products for managing large, concentrated stock positions for individuals and their advisors, today announces the appointment of seasoned executives Aaron White, CFP® as Head of Investor Solutions and Shang Chou, CQF as Head of Institutional Solutions. These strategic hires assume critical leadership roles at a time when Cache’s modern exchange funds are rapidly gaining wider adoption among advisors and investors.

Cache, a pioneering fintech company that offers specialized products for managing large, concentrated stock positions for individuals and their advisors, today announced that it has crossed $300 million in assets under management (AUM). Reached within just ten months of their launch, the milestone reflects Cache’s rapid growth and commitment to democratizing access to advanced financial instruments, starting with its modern exchange funds.