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 and capital markets strategies 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 62,000 financial advisors who oversee approximately $7 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; 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 byWealth Solutions Report, WealthTech100 List byFintech Global, Great Places to Work byFortune, Best RIA Platform by SPi, 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 | 550 (10 on RocketReach) |
| Founded | 2009 |
| Address | 527 Madison Ave 2nd Floor, New York, New York 10022, US |
| 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) |
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CAIS Questions
The CAIS annual revenue was $75 million in 2026.
Marinas is the Director Comercial of CAIS.
10 people are employed at CAIS.
CAIS is based in New York, New York.
Top CAIS Employees
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Marinas
Director Comercial at CAIS
Porto, PT11 -
Cais Tecnologia
CEO at CAIS
Brazil1 -
Ana María Vazquez Crespo
Administradora at CAIS
Canary Islands, Spain1 -
Maureen Govender
Helpdesk Administrator at CAIS
Durban, KZN, ZA2 -
Nancy Li
TEACHER at CAIS
Changchun, Jilin, China2
