CAIS Information

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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 with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately$8.5 trillionin end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices inLondon;Austin,Texas;and Red Bank, New Jersey. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform bySPi, Best Alternative Investments Solution byFinovate, and many others. For more information about CAIS, please visitwww.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

Website	http://www.caisgroup.com
Revenue	$75 million
Employees	557 (6 on RocketReach)
Founded	2009
Address	527 Madison Ave 2nd Floor, New York, New York 10022, US
Phone	+1 855-844-2247
Industry	Financial Services
Web Rank	4 Million
Keywords	Alternative Investment Platform, Alternative Asset Platform, Investment Technology, Alternative Investments, Advisor Technology, Wealthtech, Fintech, Wealth Management Technology, Portfolio Management, Investment Platform, Trade Execution, Alternative Asset Management, Post Trade Processing, Investment Management Solutions
Competitors	Fidelity Investments, BlackRock, Brookfield Asset Management, Janus Henderson Investors, Wealthsimple, Hamilton Lane, Apex Clearing, Enfusion, CQS, Artivest +35 more (view full list)