CAIS
The leading alternative investment platform for independent financial advisors
- Headquarters
- New York, New York
- Employees
- 201–500
- Founded
- 2009
- Business Model
- B2B
- Website
- caisgroup.com
- Total Funding
- $325.0M
- Last Round
- $100.0M Corporate RoundJun 2022
- Rounds
- 3
About
Founded in 2009 and headquartered in New York, CAIS is a fintech company transforming the world of alternative investing. The CAIS platform powers the full pre-trade, trade, and post-trade lifecycle for financial advisors seeking access to alternative investment strategies including hedge funds, private equity, private credit, real estate, and structured investments. CAIS serves independent financial advisors, home offices, and asset managers, providing education, due diligence, and execution capabilities on a single integrated platform.
Tech & App Stack
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Create Free AccountFunding History
Jun 2022
Apr 2022
Jan 2022
Investors
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