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About CAIS
Industries
Fintech
Financial Services
Company Size
501-1,000
Company Stage
Late Stage VC
Total Funding
$395M
Headquarters
New York City, New York
Founded
2009
Overview
CAIS offers a platform that simplifies access to alternative investments for financial advisors and wealth managers, allowing them to invest in private equity, hedge funds, real estate, and distressed debt. The platform features a streamlined process for subscribing and reporting, along with CAIS IQ, an educational tool that helps advisors understand alternative investments. CAIS stands out from competitors by ensuring a thorough due diligence process for all funds on its platform, providing peace of mind to users. The company's goal is to enhance the investment experience for wealth managers and advisors, making it easier to diversify client portfolios.
Simplify's Take
What believers are saying
- CAIS's partnership with Blackstone expands its marketplace with top-tier alternative investment strategies.
- The launch of CAIS Compass enhances portfolio construction with customizable model portfolios for advisors.
- CAIS's collaboration with CAPTRUST centralizes alternative investments, streamlining advisor processes.
What critics are saying
- Increased competition from fintech startups may dilute CAIS's market share.
- Potential regulatory scrutiny could lead to higher compliance costs for CAIS.
- Cybersecurity threats pose a risk to CAIS's data integrity and client trust.
What makes CAIS unique
- CAIS offers a comprehensive platform for alternative investments, including private equity and hedge funds.
- The platform integrates CAIS IQ, an educational tool for mastering alternative investments.
- CAIS provides independent due diligence through Mercer, ensuring high standards for listed funds.
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Funding
Total Funding
$395M
Above
Industry Average
Funded Over
4 Rounds
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Paid Vacation
Parental Leave
Hybrid Work Options
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 1%CAIS launches Alternative Investments Models Marketplace for advisors aiming to scale with Model Portfolios.
Neil Blundell, Chief Investment Officer for CAIS Advisors, joined Keith Black, Managing Director of RIA Channel, at the CAIS Summit to discuss the launch of CAIS Advisors and the alternative investment services provided to advisors.
NEW YORK - (BUSINESS WIRE) - CAIS, the leading alternative investment platform for independent financial advisors, today named Tim Shannon and Brad Walker as Co-Presidents, effective immediately, to support the company's next phase of growth.
Oak Brook, IL - Inland Real Estate Investment Corporation ("Inland Investments" or the "Company") today announced a strategic relationship with CAIS, the leading alternative investment platform for independent financial advisors with end-to-end technology solutions across the pre-trade, trade, and post-trade.
Additionally, CAIS will launch Compass, a portfolio construction tool that allows advisors to create and analyze asset allocations with alternative investments-all integrated within the CAIS platform.
CAIS is Hiring for 23 Jobs on Simplify!
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Administrative & Executive Assistance
1 Open Roles
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About CAIS
Industries
Fintech
Financial Services
Company Size
501-1,000
Company Stage
Late Stage VC
Total Funding
$395M
Headquarters
New York City, New York
Founded
2009
CAIS is Hiring for 23 Jobs on Simplify!
Find jobs on Simplify and start your career today
Administrative & Executive Assistance
1 Open Roles
People Also Viewed
Discover companies similar to CAIS