CAISCAIS

CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

https://www.caisgroup.com/legal/social-media-disclaimer
Claimed Profile
Merged with:
Closed as of:

Details & Services

Services description
Source Needed
UnlockUnlock
Category
Investments
Unlock
Operating Status
Active
Unlock
Number of employees
416
Source Needed
Unlock
Year founded
2014
Source Needed
Unlock
URL
Unlock

Partners

Sponsor bank partners
Source Needed
UnlockUnlock
Fintechs programs
Source Needed
UnlockUnlock
Association memberships
Source Needed
UnlockUnlock

Contacts

Corporate Address
Source Needed
New York
New York
Unlock
Contacts
Andrew Putterman
Source Needed
UnlockUnlock

Testimonials

Source Needed
UnlockUnlock
Looking to be matched?

Looking for a trusted fintech partner?

Get matched
Please provide your work email matching the domain:
https://www.caisgroup.com
Thank you!
Your submission has been received!
Close
Oops! Something went wrong while submitting the form.