Cache

Cache

Cache gives you access to the same advanced investing products used by the ultra-wealthy to manage concentrated wealth. Learn more

Launch date
Employees
Market cap
-
Enterprise valuation
€31—46m (Dealroom.co estimates Mar 2024.)
San Francisco California (HQ)

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DateInvestorsAmountRound
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N/A

Seed

$5.8m

Seed
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$8.5m

Seed
Total Funding€13.0m

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Cache is a financial services company specializing in sophisticated investment solutions for individuals and institutions with large, concentrated stock positions. Operating in the wealth management and financial advisory market, Cache offers a suite of advanced financial products such as Exchange Funds, Stock Lending, and Collars. These products are typically used by ultra-wealthy clients to manage and diversify their portfolios, reducing risk and optimizing returns. Cache's business model revolves around providing these high-end financial instruments and advisory services, generating revenue through fees and commissions associated with the management and execution of these products. The company's clients include high-net-worth individuals, family offices, and institutional investors who seek to leverage advanced investment strategies to manage their concentrated stock holdings.

Keywords: wealth management, concentrated stock, Exchange Fund, Stock Lending, Collars, financial advisory, high-net-worth, portfolio diversification, investment solutions, ultra-wealthy.