CAIS

CAIS

Platform for accessing alternative investments

About CAIS

Simplify's Rating
Why CAIS is rated
A-
Rated A on Competitive Edge
Rated B on Growth Potential
Rated A on Rating Differentiation

Industries

Fintech

Financial Services

Company Size

501-1,000

Company Stage

Late Stage VC

Total Funding

$384.2M

Headquarters

New York City, New York

Founded

2009

Overview

CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options and a streamlined process for subscribing and reporting. Additionally, it includes CAIS IQ, an educational tool that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform how independent wealth managers and financial advisors access and manage alternative investments, ultimately helping them diversify their clients' portfolios and improve investment outcomes.

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Blackstone expands CAIS's offerings with top-tier investment strategies.
  • Integration with Orion broadens CAIS's reach to a wider advisor base.
  • Launch of Compass tool enhances advisors' asset allocation capabilities on the platform.

What critics are saying

  • Increased competition from fintech platforms may erode CAIS's market share.
  • Potential regulatory scrutiny could increase compliance costs for CAIS.
  • Economic downturns may reduce investor appetite for alternative investments, impacting revenue.

What makes CAIS unique

  • CAIS offers a comprehensive platform for alternative investments, streamlining advisor access.
  • The platform integrates due diligence by Mercer, ensuring high standards for investment options.
  • CAIS IQ provides personalized learning, enhancing advisors' understanding of complex investments.

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Funding

Total Funding

$384.2M

Above

Industry Average

Funded Over

4 Rounds

Late VC funding comparison data is currently unavailable. We're working to provide this information soon!
Late VC Funding Comparison
Coming Soon

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

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
Inland Investments
Dec 18th, 2024
Inland Investments Expands Advisor Access for Alternative Real Estate Investments with CAIS Platform

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.

Fintech Futures
Oct 15th, 2024
CAIS To Launch Customizable Model Portfolios, Multi-Manager Registered Solutions, and Portfolio Construction Tools for Advisors

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.

CityBiz
Sep 5th, 2024
CAIS Appoints Kan Kotecha as Chief Technology Officer

CAIS appoints Kan Kotecha as Chief Technology Officer.

Business Wire
May 9th, 2024
Cais Expands Marketplace Offerings With Blackstone’S Alternative Investment Strategies

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world's largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies. “We are committed to providing independent advisors with access to the leading alternative investment strategies from the top alternative asset managers in the industry,” said Matt Brown, Founder and CEO at CAIS. “As advisor demand for alternative investments accelerates, we are excited to welcome Blackstone, a firm that shares our vision in delivering quality education and strategies to financial advisors everywhere.”. Selected Blackstone strategies, which have undergone third-party due diligence by Mercer, will be made available to CAIS’ network of RIAs, independent broker dealers, and RIA aggregators that oversee more than $4T in assets. Blackstone, like all alternative asset managers on the platform, will benefit from a custom analytics dashboard designed to optimize their platform engagement, pipeline management, and sales efforts. Asset managers on the platform also receive access to an online education offering (CAIS IQ), digital marketing support, and integrations with leading custodians, reporting providers, and fund administrators

Elk Valley Times
Apr 23rd, 2024
CAPTRUST Selects CAIS to Centralize and Streamline All Alternative Investments

CAIS, the leading alternative investment platform for independent financial advisors, today announced it has been selected by CAPTRUST, one of the nation's largest independent financial advisory firms with more than $800 billion in client assets under advisement.

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