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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
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.
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Total Funding
$384.2M
Above
Industry Average
Funded Over
4 Rounds
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Paid Vacation
Parental Leave
Hybrid Work Options
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 appoints Kan Kotecha as Chief Technology Officer.
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
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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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
Find jobs on Simplify and start your career today