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CAIS

Financial Services

Specialities :
Alternatives investments
Capital markets
Structured solutions
Financial technology
Outsourced service provider

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Last Updated: November 20, 2025
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Revenue
$15.00M
funding-icon Total Funding
$406.00M
Size
201 - 500
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About CAIS

What does Cais do?+

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report,...

What are Cais's specialties? +

Alternatives investments,capital markets,structured solutions,financial technology,outsourced service provider,and wealth management focus

What is Cais's industry? +

Cais operates in the Financial services industry.

What is Cais's revenue? +

Cais's revenue is $15.00m

What is Cais's company size? +

Cais has 201 - 500 employees.

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