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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
Employees 34
Industries Finance, Financial Services, Fintech
Funding Stage Seed
Business Model D2C, B2B2C, Platform
Revenue Model Usage Based, Service Fee, Transaction Fee
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.

Business keywords: 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 $8.50M 8
First Round Capital, Quiet Capital +6
13 Mar 2024
Pre Seed Round $5.75M 2
First Round Capital, Amit Shanbhag
08 Jun 2023
Seed Round Undisclosed -
01 Jan 2022

Cache Financials Inc. Alternatives & Competitors

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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 Finance, Financial Services and Fintech. Its work centres on Fintech startup, Stock brokerage, Risk management and Passive income. Its customers include Individual Investors, Financial Advisors and High Net Worth Individuals.
Cache Financials Inc. has a D2C, B2B2C and Platform business model. Its revenue comes from Usage Based, Service Fee and Transaction Fee.
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 ZAISAN Net, Inc., Catalyst Private Wealth, Adaptive Investment Solutions, LLC, Commonstock (Acquired by Yahoo Finance), London House Exchange. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Cache Financials Inc. and ZAISAN Net, Inc. 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.

Source: BounceWatch company record for Cache Financials Inc., https://bouncewatch.com/company/cache-usecachecom, updated 21 July 2026. When citing, please name BounceWatch and link this page.

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