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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, which builds trust with users. The company's goal is to enhance the investment experience for wealth managers and advisors, making it easier to diversify client portfolios.
Company Stage
Series B
Employees
201-500
Industries
Consulting, Fintech, Financial Services
Total Funding
$306M
Headquarters
N/A
Founded
2009
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