Cache Financials Inc. logo — Built for your large stock positions. Diversify tax-efficien...

Cache Financials Inc.

Built for your large stock positions. Diversify tax-efficiently, borrow at lower rates, or earn income on your stocks.

Founded 2022 United States San Francisco, United States 34 employees Seed Total: $14.25M Finance, Financial Services +1

General Information

Company Name Cache Financials Inc.
Founded Year 2022
Location United States San Francisco, United States +2
Employees 34
Industries Finance, Financial Services, Fintech
Funding Stage Seed
Social

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About Cache Financials Inc.

Cache, founded in 2022, is a forward-thinking brokerage company headquartered in the United States. Operating at the intersection of Finance, Financial Services, and Fintech, Cache leverages modern financial tools to assist investors with substantial stock holdings in diversifying, borrowing, and earning income efficiently.

The company's core value proposition revolves around democratizing financial products traditionally reserved for the ultra-wealthy, particularly those who hold over 10% of their net worth in a single stock. Cache empowers these investors with advanced brokerage solutions to manage concentrated positions.

Cache recently secured an $8.50M Seed Round investment on 13 March 2024, with participation from notable investors such as First Round Capital, Quiet Capital, Adam Nash, James Herbert, Ajeet Singh, Ralph Drybrough, Martin Mao, and Gokul Rajaram. This funding underscores strong market confidence and positions Cache for future growth in the competitive fintech landscape.

Taxonomy: Fintech startup, Stock brokerage, Risk management, Passive income, Liquidity management, Portfolio diversification, Ultra-wealthy investment, Concentrated stock exposure, Financial technology, San Francisco based, Angel investor backed, First Round, Quiet, Tech, Finance

Services & Products

Exchange Fund Management
Tax Loss Harvesting
Stock Diversification Strategies
Financial Risk Management
Investment Advisory

Target Customers

Individual Investors Financial Advisors High Net Worth Individuals Tech Professionals with Stock Options Corporate Executives

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 8
Investor Investor
•••• ••••
13 Mar 2024
Pre Seed Round •••••• 2
Investor
•••• ••••
08 Jun 2023
Seed Round •••••• - 01 Jan 2022

Cache Financials Inc. Alternatives & Competitors

Cache Financials Inc. vs
Pacific Advisors
Pacific Advisors United States

Our mission is to help people financially produce and support a good life for the rest of their live...

277 employees
Financial Services, Banking
Cache Financials Inc. vs

We are Imperial.....Proudly Imperial

16 employees
Finance, Financial Services
Cache Financials Inc. vs
NewEdge Advisors
NewEdge Advisors United States

It's Your Time.

76 employees
Financial Services

FAQ About Cache Financials Inc.

Built for your large stock positions. Diversify tax-efficiently, borrow at lower rates, or earn income on your stocks.
Cache Financials Inc. was founded in 2022.
Cache Financials Inc. is headquartered in San Francisco, United States.
Cache Financials Inc. operates in the following industries: Finance, Financial Services, Fintech.
Cache Financials Inc. has approximately 34 employees.
Cache Financials Inc. has completed 3 funding rounds, raising a total of $14.25M. The latest funding stage is Seed.
Cache Financials Inc. offers: Exchange Fund Management, Tax Loss Harvesting, Stock Diversification Strategies, Financial Risk Management, Investment Advisory.
Top alternatives and competitors to Cache Financials Inc. include Pacific Advisors, Imperial Asset Managers Limited, NewEdge Advisors, 20/20 Financial Advisers, Resort Securities. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Cache Financials Inc. and Pacific Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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