Cache
@usecache
Followers
336
Following
51
Media
0
Statuses
23
A modern brokerage designed for your large stock positions. Get started at https://t.co/EDkYEEhKcS
San Francisco, CA
Joined January 2022
Huge congrats to @srikanthatcache and the team @usecache on hitting $1B+ in Assets in record time!!
“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
0
3
16
“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
3
3
22
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
0
3
6
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
1
1
7
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
0
2
6
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:
0
1
8
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.”
2
7
24
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
0
1
6
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
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.
3
1
3
📍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
1
3
11
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.)
3
5
30
🚀 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
18
16
328
What @usecache has built is so impressive. Their exchange fund allows you to diversify your concentrated stock position without a tax bill.
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
0
2
6
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
1
7
21
RT @srikanthatcache: We're featured on the @Nasdaq Tower in Times Square. What an exhilarating milestone less than a year after launch! A…
0
2
0
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
4
3
18
🚀 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
3
2
13
Exchange Funds 2.0: A Newly Accessible Way to Diversify Concentrated Positions-- by @thatmikeallison and @usecache
https://t.co/94bVQs2jjJ
alphaarchitect.com
When investors have a concentrated stock position that has performed well, they eventually face the same tough question: Should they continue to hold the position (and the outsized exposure it brings...
0
4
13
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
🚀 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
7
8
208
🚀 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
axios.com
The firm offers exchange funds, which had been only available to high-net-worth investors.
6
5
27