CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products.

CAIS' goal is to help financial advisors win new business, increase wallet share and improve client outcomes.

CAIS was founded in 2009 by Matt Brown. The company is headquartered in New York, with offices in Los Angeles, CA and Austin, TX.

 

CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets.

 

CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.

 

CAIS is empowering over 4,400+ unique advisor firms/teams who oversees more than $2T+ in network assets. Since inception, CAIS has facilitated over $13.8B+ in transaction volume as the first truly open marketplace.

 

CAIS is backed by Apollo, Eldridge, Reverence Capital Partners, Franklin Templeton, Motive Partners, and others. The company raised $100M in a new financing on Apr 06, 2022. This brings CAIS' total funding to $406M to date. CAIS was valued at over $1B from their last financing raised in Jan 2022.

 

 

  • Year founded: 2009
  • Funding Info: $406M over 6 Rounds (Latest Funding Type: Private Equity)
  • Yearly Revenue: NA
  • Employee Size: 201-500
  • Business Valuation: Valued at over $1B as of Jan 11, 2022
  • City/Town: New York
  • State: New York
  • Country: United States
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