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Cache

@usecache

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A modern brokerage designed for your large stock positions. Get started at https://t.co/EDkYEEhKcS

San Francisco, CA
Joined January 2022
Don't wanna be here? Send us removal request.
@btrenchard
Bill Trenchard
5 days
Huge congrats to @srikanthatcache and the team @usecache on hitting $1B+ in Assets in record time!!
@srikanthatcache
Srikanth Narayan
5 days
“It can’t be done. Too many have tried and failed.” “Dead on arrival. I haven’t used one in decades.” “You’re starting a what?” “Are there even a hundred people who have a ‘concentrated portfolio’?” This is what I heard from the largest wealth managers and RIAs in the country
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@srikanthatcache
Srikanth Narayan
5 days
“It can’t be done. Too many have tried and failed.” “Dead on arrival. I haven’t used one in decades.” “You’re starting a what?” “Are there even a hundred people who have a ‘concentrated portfolio’?” This is what I heard from the largest wealth managers and RIAs in the country
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@srikanthatcache
Srikanth Narayan
1 month
Cache (@usecache) won the 'Best New Product' award at the Global Fintech Awards 2025. For too long, sophisticated financial instruments have been available only to the 0.1%, guarded by high minimums and high fees. This recognition reflects our mission to change that: making
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@srikanthatcache
Srikanth Narayan
2 months
Our official Q3 results are out! And, we’re announcing “The Fall Aperture,” a coordinated close on December 3 across all our Flagship Cache Exchange Funds. Q3 was another strong quarter for Cache, marked by precision, progress, and disciplined execution. Our exchange funds
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@srikanthatcache
Srikanth Narayan
2 months
It was great to appear on The Fintech Impact Podcast, hosted by @jasonpereira, to discuss Cache's (@usecache) innovations and the democratization of exchange funds. I was joined by @alphaarchitect, and we talked about how Cache and Alpha Architect offer breakthrough solutions for
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@srikanthatcache
Srikanth Narayan
2 months
Q3 2025 was an incredible quarter for Cache. 99% correlation attained, while our exchange funds grew by hundreds of millions. ◾️ Consistent Benchmark Alignment: Our UNIX (Nasdaq-100) and Bedrock (S&P 500) Exchange Funds continued to deliver high correlation and tighter tracking:
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@srikanthatcache
Srikanth Narayan
3 months
Honored to see Cache (@usecache) featured in @WSJ's Intelligent Investor by @jasonzweigwsj. He highlights Cache’s role in the revival and modernization of exchange funds. Takeaway: “An ultraconcentrated position in a single stock becomes a low-cost, broadly diversified holding.”
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@srikanthatcache
Srikanth Narayan
3 months
One of the first S&P 500 Exchange Funds in decades, helping investors like you diversify concentrated stocks tax-efficiently. Two months in, the results speak for themselves: ◾️ Sector alignment across all 11 S&P 500 sectors ◾️ Tracking error (ex-ante): ~1.6% (Exchange funds run
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@crunchbasenews
Crunchbase News
4 months
Cache, a San Francisco-based startup that helps tech employees diversify large company stock holdings without triggering capital gains taxes, has raised $12.5 million at a $125 million valuation, the company told Crunchbase News exclusively. https://t.co/B6ozxVnrAB
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news.crunchbase.com
Cache, a San Francisco-based startup that helps tech employees diversify large company stock holdings without triggering capital gains taxes, has raised $12.5 million at a $125 million valuation.
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@srikanthatcache
Srikanth Narayan
4 months
📍Times Square! Thank you, @Nasdaq , for spotlighting our Series A. We’re grateful for the partnership to bring the first growth-oriented exchange fund to market. Historically, exchange funds were built around broad market indices. But to create one, you need stocks from every
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@btrenchard
Bill Trenchard
4 months
You join a company early, work insanely hard, and if you’re lucky, the value of your stock goes way up. But all those eggs are in one basket, and it’s the kind that comes with a huge tax bill if you try to diversify. (A “hold and hope” strategy isn’t all that appealing either.)
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@srikanthatcache
Srikanth Narayan
4 months
🚀 We’ve raised a $12.5M Series A at a $125M valuation. We’re solving a problem hiding in plain sight: overconcentration in company stock. We understand – selling means a massive tax bill. But, holding means massive risk. Cache has shown there’s a smarter way! Cache Exchange
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@joshk
Josh Kopelman
5 months
What @usecache has built is so impressive. Their exchange fund allows you to diversify your concentrated stock position without a tax bill.
@srikanthatcache
Srikanth Narayan
5 months
99% correlation. Tight alignment with the benchmarks. Here’s how we rebuilt the exchange fund from the ground up. Just a year ago, we launched our flagship exchange fund, UNIX, benchmarked to the Nasdaq‑100. Last month, we added Bedrock, benchmarked to the S&P 500. Both funds
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@srikanthatcache
Srikanth Narayan
5 months
99% correlation. Tight alignment with the benchmarks. Here’s how we rebuilt the exchange fund from the ground up. Just a year ago, we launched our flagship exchange fund, UNIX, benchmarked to the Nasdaq‑100. Last month, we added Bedrock, benchmarked to the S&P 500. Both funds
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@usecache
Cache
11 months
RT @srikanthatcache: We're featured on the @Nasdaq Tower in Times Square. What an exhilarating milestone less than a year after launch! A…
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@srikanthatcache
Srikanth Narayan
1 year
We're proud to announce that the Cache Exchange Fund has surpassed $250M in assets just 8 months after launch! Our rapid growth reflects an important market need: helping professionals like you manage their concentrated stock positions. Over the last two decades, stock
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@srikanthatcache
Srikanth Narayan
2 years
🚀 Cache was featured in one of the best financial newsletters today - @matt_levine's Money Stuff. I've loved his writing for years, and now I can say, "Matt Levine thinks it's a sensible idea." And yes, our servers are currently feeling the effect! #wealthmanagement
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@michaelxbloch
Michael Bloch
2 years
Employees with large stock positions in tech companies like DoorDash, Nvidia, or Meta have always struggled to sell their shares without taking a massive tax hit. Though most people don't know it, one strategy has always been available for the ultra-wealthy; using an Exchange
@srikanthatcache
Srikanth Narayan
2 years
🚀 The first Cache Exchange Fund is officially live! Check out @axios for a closer look at how we’re helping you make the most of your hard-earned stocks. https://t.co/SYR8vESVVE #fintech #financialplanning #diversification #taxmanagement #investing #stock #wealthmanagement
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@srikanthatcache
Srikanth Narayan
2 years
🚀 The first Cache Exchange Fund is officially live! Check out @axios for a closer look at how we’re helping you make the most of your hard-earned stocks. https://t.co/SYR8vESVVE #fintech #financialplanning #diversification #taxmanagement #investing #stock #wealthmanagement
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axios.com
The firm offers exchange funds, which had been only available to high-net-worth investors.
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