CAIS
New York
About CAIS
CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel. The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 251 – 500
- Estimated revenue: $1K – $10K
- Total funding: $406.0M
- Funding stage: Private Equity
- Last round: Private Equity (Jun 2022)
- Website: caisgroup.com
- Phone: (855) 844-2247
Industries & Categories
Finance, Financial Services, FinTech, Hedge Funds, Real Estate Investment
Social Profiles
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