CompanyFintechSaas
Cache Financials Inc.
Cache Financials is a San Francisco fintech that modernizes the exchange fund, a century-old tax-deferral vehicle once reserved for the ultra-wealthy. Its platform lets people with large, concentrated single-stock positions, especially tech workers sitting on appreciated RSUs and founder shares, diversify into a broad index-like portfolio without triggering an immediate capital gains tax bill. By cutting minimums from roughly $1 million to $100,000, charging far lower fees than legacy providers, and rebuilding the product on modern software, Cache has grown to more than $600 million in assets under management since launching in March 2024.
2022Founded
San FranciscoHQ
$12.5MSeries A
exchange fundswealthtechfintechtax-efficient diversificationconcentrated stockcapital gains deferral
