Cache Surpasses $1 Billion in Assets

Employees and Advisors Embrace Exchange Funds as a Modern Path to Tax-Efficient Diversification

SAN FRANCISCO--(BUSINESS WIRE)--Cache, the modern investment platform for investors with concentrated stock positions, today announced it has surpassed $1 billion in platform assets, marking a milestone built on trust, technology, and a new generation of professionals ready to take control of their financial futures.

From early engineers to senior executives at today’s most influential American companies, a growing cohort of employees find themselves in a unique position: asset-rich, but over-concentrated. For these individuals, diversification has long been complicated, costly, or inaccessible. Cache is changing that equation.

Cache Exchange Funds allow clients to contribute highly concentrated stock and receive a diversified portfolio benchmarked to either the Nasdaq-100 or the S&P 500, without triggering capital gains taxes immediately. The platform is designed to meet investors exactly where they are: at the intersection of sophisticated wealth, modern careers, and complex tax realities.

“Crossing $1 billion in platform assets in less than two years is not about speed; it’s an indication of how deeply underserved this was,” said Srikanth Narayan, Founder and CEO of Cache. “Every dollar on our platform represents a real person making a thoughtful, often emotional decision to diversify their life’s work. Many of them helped build some of the world’s most valuable companies. They’ve worked for years to get here, and now they’re choosing Cache as the partner to help them take the next step of their financial journey.”

A New Generation Of Investors — And Advisors — Driving Change

Cache’s growth reflects a fundamental shift in how modern wealth is created, held, and managed. The rise of equity-heavy compensation has created many highly concentrated portfolios and a generation of investors seeking alternatives to traditional wealth management models.

Today, more than 500 financial advisory firms have registered on the Cache platform on behalf of their clients. These advisors are increasingly drawn to Cache’s combination of institutional-grade investment structures and intuitive, technology-driven workflows.

For advisors, Cache removes layers of friction historically associated with exchange funds — replacing manual paperwork, spreadsheets, and complex coordination with a streamlined, digital-first experience.

“Our advisors aren’t just bringing clients to Cache. They’re building practices around it,” said Aaron White, Head of Investor Solutions. “They see it as a way to finally serve clients who live in a world of equity compensation, not annual bonuses and pensions. I feel that’s a fundamental shift in wealth management.”

Technology That Removes Complexity and Friction

Cache was built from the ground up as a technology platform, not a fund bolted onto legacy infrastructure. From onboarding to reporting, compliance, valuation, and diversification modeling, Cache provides advisors and clients with unprecedented transparency and simplicity.

The result is a system designed to remove much of the emotional and operational complexity historically associated with diversifying concentrated stock, empowering investors to act with clarity, confidence, and control.

“For me, when I was evaluating these products, it felt like jumping off a cliff,” said Narayan. “Now, we’ve built a platform that is intended to feel like stepping onto a bridge.”

Redefining Access to Institutional-Grade Tools

Exchange funds and sophisticated wealth strategies were once reserved for ultra-high-net-worth individuals served by elite private banks. Cache is changing that, expanding access to a broader audience of tech professionals, founders, and early employees navigating complex equity positions.

About Cache

Cache is a San Francisco–based fintech company that enables individuals and advisors to diversify large, concentrated stock positions in a tax-efficient way through Exchange Funds. Founded in 2022 by Srikanth Narayan, Cache democratizes access to advanced financial instruments that have historically been reserved for the ultra-wealthy. Cache refers to Cache Financials, Inc., the parent company of Cache Securities, LLC, an SEC-registered Broker-Dealer, and Cache Advisors, LLC, an SEC-registered Investment Advisor. Cache’s investors include First Round Capital, Quiet Capital, and leading angel investors from the technology and finance sectors.

Cache Exchange Funds are alternative investments available only to accredited investors or qualified purchasers. Investors should carefully review offering materials before investing. Cache does not provide investment recommendations or consider individual financial objectives; investors are responsible for determining whether an investment is suitable for their needs.

Total assets refer to the gross assets under management across all Exchange Funds managed by Cache Advisors, LLC, as well as assets pending future contribution to an Exchange Fund, assets on the Cache investing platform, and assets utilizing a Collar Advance. Cache does not manage assets pending contribution on the platform. Collar Advance assets are also not managed by Cache. All data is as of Dec 15, 2025, and will not be updated.

Learn more at usecache.com