C

CAIS

Fintech platform for alternative investments

Executive Assistant to Founder/CEO

Full-Time
$90k - $115k+ Performance bonus
Mid
Bachelor's
New York, NY, USA
HybridWork from the NYC office about four days per week, with flexibility to support the CEO outside standard business hours.
Administrative & Executive AssistanceExecutive Support

About the job

Requirements
  • A bachelor's degree is required.
  • Demonstrated experience supporting Founder-level or C-suite executives in a fast-paced, high-performance environment is required; financial services, fintech, or adjacent-industry experience is preferred.
  • Expert-level calendar, travel, logistics, and time-management skills are required, including the ability to thrive in complexity and constant change.
  • Strong judgment, discretion, and emotional intelligence are required, including the ability to handle highly sensitive information.
  • The ability to operate independently, anticipate needs, and execute with minimal direction is required.
  • Exceptional organizational, prioritization, and execution skills are required.
  • High emotional intelligence, sound judgment, and excellent interpersonal skills are required.
  • Clear, concise written and verbal communication skills are required.
  • The ability to break complex situations into actionable steps is required.
  • Advanced working knowledge of Microsoft Office, including Excel and PowerPoint, is required.
  • Experience maintaining customer relationship management systems is required; Salesforce is preferred.
  • Availability to work from the New York City office about four days per week and flexibility to support the CEO outside standard business hours are required.
  • Demonstrated experience integrating generative artificial intelligence tools such as ChatGPT, Claude, or Copilot into daily workflows is required.
Responsibilities
  • Strategically optimize the CEO’s time by managing complex calendars and priorities across internal, external, and board-related commitments.
  • Support board management responsibilities for the CEO’s external Chairman role, including scheduling, meeting logistics, materials preparation, and follow-ups.
  • Partner with senior leadership to ensure seamless execution of the CEO’s agenda, priorities, and external obligations.
  • Anticipate conflicts, preparation gaps, and downstream impacts, and proactively resolve issues.
  • Own end-to-end logistics for business and personal travel, including flights, accommodations, ground transportation, itineraries, and real-time adjustments.
  • Plan and manage logistics for internal and external events involving the CEO, including board meetings, offsites, conferences, and CEO-hosted events; coordinate with internal teams and external partners to ensure execution.
  • Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgment.
  • Take detailed, accurate meeting notes and track follow-ups to completion.
  • Manage highly sensitive and confidential information with discretion and integrity.
  • Serve as a trusted gatekeeper and point of contact, representing the CEO professionally and confidently.
  • Maintain and curate executive relationship data and meeting intelligence in Salesforce to ensure the CEO is prepared for high-impact interactions.
  • Partner with Communications and Marketing teams to support the CEO’s external-facing engagements, including scheduling, preparation materials, and logistics for press opportunities, speaking engagements, and media appearances.
  • Ensure alignment across communications, leadership, and external stakeholders for timely execution.
  • Provide personal assistance as needed without detracting from core executive responsibilities.
Desired Qualifications
  • Financial services, fintech, or adjacent-industry experience is preferred.
  • Foundational knowledge of the finance industry and basic financial terminology are strongly preferred.
  • Salesforce experience is preferred.

About the company

C

CAIS

View
cbWebsite

CAIS provides a platform that helps financial advisors access and manage alternative investments like private equity, hedge funds, and real estate. The platform works by integrating a menu of investment options with a streamlined workflow for subscriptions, reporting, and an educational tool called CAIS IQ. Unlike many competitors, CAIS combines a rigorous due diligence process for every fund with a personalized learning system to help advisors master complex asset classes. The company's goal is to simplify the way wealth managers diversify client portfolios by making alternative investments easier to access and understand.

Company Size

501-1,000

Company Stage

Series D

Total Funding

$565M

Headquarters

New York City, New York

Founded

2009

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Simplify Jobs

Simplify's Take

What believers are saying

  • H1 2026 transaction volume rose 53%; platform assets rose 55%.
  • CAIS onboarded 425-plus RIAs since 2025, adding over $1.8 trillion in assets.
  • July 2026 integrations with Inspira, RedBlack, and Anthropic deepen execution, custody, and intelligence.

What critics are saying

  • iCapital, Arch, and Allocate attack CAIS’s distribution moat; advisor switching intensifies through 2027.
  • A private-credit drawdown triggers redemption disputes, litigation, and advisor churn across 2026-2027.
  • If Schwab, Fidelity, or custodians bundle alts access, CAIS loses pricing power and relevance.

What makes CAIS unique

  • CAIS owns pre-trade through post-trade workflows for alternatives and structured notes.
  • July 2026 backers Vista, Blue Owl, Carlyle, and AB validate CAIS’s network effects.
  • CAISey, Claude integration, and 150 H1 2026 features make CAIS a software layer.

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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

0%

1 year growth

0%

2 year growth

1%
Holland Mountain
Sep 14th, 2026
Weekly news - week of september 7, 2026.

Weekly news - week of september 7, 2026. Investors continue to back fund operations with a new raise in the past week. Data providers are opening distribution channels, senior commercial hires signal a go-to-market push, and AI remains a roadmap priority. New & updated products. Specter has introduced Specter Agent, an AI agent that sources companies, researches markets and runs repeatable workflows across its private-market intelligence and the web. CAIS has released a set of platform enhancements spanning its CAISey assistant, new capital markets capabilities and expanded integrations. ROYC has launched an AI agent that lets GPs and fund administrators query committed capital, calls, distributions and compliance records in natural language. Taghash has released a WhatsApp deal-flow agent that reads inbound pitch decks in context, matches them to existing deals and files attachments and activity to the right record automatically. Drooms has brought full Q&A and user and permission management to its mobile app, letting deal teams run the Q&A process and manage access from a phone. qashqade has enabled natural-language AI querying of its private markets platform through the Model Context Protocol, with no additional plugins or tooling required. FINTRX has launched Fin, an always-on AI agent that surfaces advisor moves, allocation shifts, filings and M&A activity inside email, Slack, Teams and calendar tools. Deal activity. Fundcraft has raised €12m in growth financing co-led by Riverside Acceleration Capital and CCAP Investments, taking total capital raised to €40m. Partnerships & integrations. Intapp has released a DealCloud with Celeste plug-in for ChatGPT for Financial Services, letting deal teams query their firm's client, deal, investor and relationship records from within ChatGPT. Datasite is integrating with Rogo so dealmakers can run Rogo AI tools on live, permissioned Datasite deal content without exporting documents. iConnections has brought Carta into its Get Verified programme, so Carta fund-manager clients can share independent, administrator-sourced performance data directly with allocators researching them. Tracxn has made its private-market intelligence accessible directly inside ChatGPT using the Model Context Protocol, enabling plain-language queries within AI workflows. Quantios has expanded its partnership with Laserfiche specialist Manx Business Solutions to add intelligent document management around its Quantios Core platform for trust and corporate services firms. CB Insights now distributes select private-markets datasets through Nasdaq Data Link, aimed at closing the disclosure gap for institutional investors. New clients. Quantium alongside A11, has been selected by European VC Project A Ventures (c.€1.2bn platform) to rebuild its data foundation, delivering faster reporting and AI-ready data. Chronograph has been adopted by lower-middle-market PE firm Renovus Capital Partners (c.$2.5bn AUM) to automate portfolio data collection, valuations and reporting. Office & personnel. Arcesium has named Brian Rosenberg President, Revenue and Commercial, appointing him to its Executive Committee to lead go-to-market and client development; he was previously President and CRO at Wilshire Indexes. PitchBook has appointed Brian LaMonica as General Manager and Managing Director of its New York office to drive commercial growth. Titanbay has hired Ludovico Buffo to build partnerships with Italian banks, wealth managers and asset managers. Vendor research & whitepapers. Axial has published its 2H 2026 M&A Outlook survey, in which 91% of dealmakers expect competition to hold or increase, only 45% of buyers will stretch on valuation, and 57% cite valuation gaps as the top reason deals failed. Altus Group has released its Q2 2026 US commercial real estate report, showing dollar volume rising faster than deal count, with a breakdown of which sectors captured the most capital. Forge has released Future Private, produced with Charles Schwab, a data-driven report on the trends shaping private markets and their growing role in the broader capital markets. Fintent has published a healthcare M&A propensity analysis flagging biotech and pharma (2.02x) and therapy and rehabilitation (1.52x) as the sub-sectors most primed for dealmaking against a 0.98x sector baseline. Did Holland Mountain Group forget something? Do you have vendor news to share? Holland Mountain Group want to know! Please reach out to Holland Mountain Group at [email protected] Thinking about your data and tech stack? Holland Mountain Group can help! Holland Mountain Group help LPs & GPs find the system, supplier or market data provider that is best-suited for their current and future needs. Get in touch with its team today.

SuperbCrew
Jul 31st, 2026
CAIS raises $170 million in Series D funding round.

CAIS raises $170 million in Series D funding round. Alternative investment platform CAIS secured $170 million in Series D funding at a valuation exceeding $2 billion to enhance its technology and artificial intelligence capabilities. CAIS raised $170 million in a Series D financing, at a valuation exceeding $2 billion. The round was led by Vista Equity Partners, with participation from AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada. This brings CAIS's total capital raised to nearly $600 million. David Breach, President of Vista Equity Partners, joins the board of directors; representatives from Blue Owl, Lord Abbett, Fortress, and Carlyle will serve as board observers. FT Partners acted as exclusive financial advisor and Sidley Austin LLP as legal counsel. What is CAIS? CAIS (founded in 2009 and headquartered in New York City, with offices in London, Austin, and Red Bank, NJ) is the leading technology platform connecting independent financial advisors with alternative investments and structured notes. It powers the full pre trade, trade, and post trade lifecycle, serving as a single operating system for advisors and asset managers. The platform covers a Funds Marketplace, Custom Funds, and Capital Markets capabilities. The platform serves more than 2,500 wealth management firms and over 65,000 financial advisors overseeing approximately $8.5 trillion in end client assets. In the first half of 2026, transaction volume rose 53% year over year and total platform assets increased 55%. Since 2025, CAIS has onboarded more than 425 new RIAs and independent broker dealers representing over $1.8 trillion in assets (including AE Wealth Management, AllianceBernstein, Beacon Pointe Advisors, &Partners, and OpenArc). Transaction volume among existing clients (such as Baird, Wealth Enhancement Group, Mariner, and Edward Jones) grew 60% year over year. The company reports a three year organic revenue CAGR of 37%. Advisor Net Promoter Score reached a new high of 74 (more than double the B2B SaaS industry benchmark of ~36). What is CAIS' technology? CAIS released more than 150 technology features in the first half of 2026 (up 50% year over year). Key additions include full round trip trading for interval funds (Schwab Cash Balance and Ticker Redemptions), Multi Order Signing for bulk processing, AI powered New Holdings insights, expanded CAIS Compass (30+ new building blocks for mapping products to client strategies), Payoff Explorer for structured note modeling, secondary market capabilities via LODAS Markets (enabling buy/sell of certain alternative positions on the same platform as primary opportunities), and Equity Syndicate for select IPO access. AI is central to the next phase. CAIS is advancing into an "agentic" AI strategy, embedding intelligent tools across the advisor journey and internal operations. This has driven an 80% year over year increase in software development throughput. Its AI research agent, CAISey, provides conversational access to platform data and insights and is integrated with Anthropic's Claude (via Model Context Protocol), allowing advisors to query fund data, analyze performance, and surface portfolio insights within their existing workflows. Integrations have deepened with major custodians and platforms (Schwab, Fidelity, BNY, Goldman Sachs) and expanded to new partners including RedBlack, Inspira Financial, and BetaNXT. Education efforts include 50 CAIS Live events (7,600+ attendees, average feedback 4.8/5), an expanded CAIS IQ digital library (400,000+ engagements), and the fifth annual CAIS Summit scheduled for October 12-15, 2026, in Beverly Hills. Proceeds will fund platform expansion, scaling of technology and AI capabilities, exploration of strategic opportunities, and continued growth to support advisors serving clients. The financing follows a $50 million Series B in 2020 (Eldridge) and a $340 million Series C in 2022 (led by Apollo and Motive Partners, with Franklin Templeton, Reverence Capital Partners, and Hamilton Lane). Valuation has more than doubled from the >$1 billion level reached in 2022. The investor group is notably strategic: many are major alternative asset managers or wealth/asset management firms already active on or aligned with the CAIS platform (or the broader alts ecosystem). Vista's leadership role and board seat signal confidence in CAIS's technology and AI driven differentiation in the independent wealth channel. Quotes from CEO Matt Brown emphasize category leadership and the "biggest chapter still ahead," while Vista's David Breach highlights the platform's transformation of advisor access, evaluation, and management of alternatives through AI and agentic capabilities. CAIS operates in a high growth segment of wealth management, where independent advisors seek streamlined access to private markets, hedge funds, structured notes, interval funds, BDCs, and related products. Demand for alternatives allocation continues to rise among RIAs and independent broker dealers. The platform's combination of marketplace access, operational infrastructure, education, secondary liquidity features, and AI tools positions it as core infrastructure rather than a pure product distributor. Competitors in the broader alternatives access and technology space include platforms such as iCapital, along with other private markets and wealth tech providers focused on similar advisor and manager audiences. The Series D reflects strong commercial traction (revenue growth, asset and volume expansion, high NPS, rapid feature velocity), successful scaling of a differentiated technology and service model, and investor conviction in the long term opportunity to digitize and expand alternatives distribution through the independent wealth channel. The capital and new strategic relationships position CAIS to accelerate platform depth, AI capabilities, integrations, and potential inorganic moves. Please email SuperbCrew your feedback and news tips at hello(at)superbcrew.com

Associated Press
Jul 29th, 2026
CAIS Welcomes New Strategic Investors, Valuing the Company at Over $2 Billion

NEW YORK--(BUSINESS WIRE)--Jul 29, 2026-- CAIS, the leading alternative investment platform for independent financial advisors, today announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein L.P.

InvestmentNews
Jul 29th, 2026
CAIS, Arch raise fresh capital as advisors lean into private markets.

CAIS, Arch raise fresh capital as advisors lean into private markets. The two alternative-investment platforms' new financing - coming from Blue Owl, Carlyle, Franklin Templeton and other big-name backers - signals deepening advisor demand for private-market access. JUL 29, 2026 Two leading alts technology platforms for advisors have raised fresh capital in the latest sign of how central private-markets infrastructure has become to the wealth management business. CAIS, the alternative investment platform dedicated to independent financial advisors, announced it had closed a $170 million Series D round led by Vista Equity Partners, with participation from AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada. The round values the company at more than $2 billion and brings its total capital raised to nearly $600 million. Separately, Arch, which helps advisors, banks and family offices administer and monitor private-markets portfolios, named previously undisclosed backers from its $52 million Series B round, including MUFG Innovation Partners and Franklin Templeton. The company also disclosed that it has surpassed $500 billion in assets on its platform - now standing at $539 billion, having doubled over the past year. Why alts infrastructure is a space to watch. The announcements arrive as more advisors build allocations to private equity, private credit, hedge funds and other alternative assets into client portfolios - a trend that has strained the manual paperwork and reporting processes many firms still rely on. Platforms like CAIS and Arch have positioned themselves as the connective tissue between advisors and the alternatives marketplace, handling a host of complexities from fund selection and trade execution to document collection and portfolio reporting. CAIS said its platform now serves more than 2,500 wealth management firms representing over 65,000 financial advisors, who collectively oversee approximately $8.5 trillion in end-client assets. The company reported a 53% year-over-year increase in transaction volume in the first half of 2026, alongside a 55% rise in total platform assets over the same period. According to the company, it has onboarded more than 425 new RIAs and independent broker-dealers since 2025, representing over $1.8 trillion in assets, including firms such as AE Wealth Management and Beacon Pointe Advisors. "Together with the independent wealth community, we have built the platform technology and client service model this industry deserves, and our biggest chapter is still ahead," said Matt Brown, founder and chief executive of CAIS. David Breach, president of Vista Equity Partners, is joining CAIS' board, while representatives from Blue Owl, Lord Abbett, Fortress and Carlyle will serve as board observers. "By embedding AI and agentic capabilities into the advisor workflow, CAIS is creating a more intelligent, connected, and scalable experience," Breach said. Arch leans on institutional backing to scale. Arch's growth story centers on solving what its executives describe as an outdated, manual process for turning private-fund documents and data into usable information for allocators. The company said it supports more than 650 institutional clients, including four of the top 20 global banks and eight of the top 20 accounting firms, alongside registered investment advisors and family offices. Ryan Eisenman, Arch's co-founder and chief executive, framed the milestone as validation of the platform's approach to a persistently fragmented and manual corner of the industry. "Crossing $500 billion in assets on our platform is a reflection of how many of the industry's most sophisticated allocators are turning to Arch to solve that problem," Eisenman said. MUFG Innovation Partners, the venture arm of Japan's MUFG, is also an Arch client, using the platform to manage fund-of-funds positions and streamline document aggregation. Ryan Stern, senior vice president at MUFG Innovation Partners, said the firm sees Arch addressing "one of the industry's most pressing operational gaps" as demand for alternatives has accelerated faster than the infrastructure supporting it.

CAIS
Jul 29th, 2026
CAIS Welcomes New Strategic Investors, valuing the company at over $2 billion.

CAIS Welcomes New Strategic Investors, valuing the company at over $2 billion. July 29, 2026 - by CAIS CAIS delivers a 3-year organic revenue CAGR of 37%, with the biggest chapter still ahead, says founder and CEO Matt Brown NEW YORK, NY - July 29, 2026 - CAIS, the leading alternative investment platform for independent financial advisors, today announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein L.P. (NYSE: AB), funds managed by Blue Owl Capital (NYSE: OWL), Carlyle (NYSE: CG), Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada (RBC). The investment round values CAIS at over $2 billion, bringing total capital raised to nearly $600 million, and coincides with a 3-year organic revenue CAGR of 37% that reflects the scale and trust CAIS has built across the independent wealth channel. "When strategic investors of this caliber back CAIS, it reflects their conviction in both the market opportunity and category leadership," said Matt Brown, Founder and CEO of CAIS. "Together with the independent wealth community, we have built the platform technology and client service model this industry deserves, and our biggest chapter is still ahead," Brown added. David Breach, President of Vista Equity Partners, will join the CAIS Board of Directors. Representatives from Blue Owl, Lord Abbett, Fortress, and Carlyle will serve as Board observers. "CAIS has built a trusted technology platform that is transforming how independent advisors access, evaluate, and manage alternative investments," said David Breach, President of Vista Equity Partners. "By embedding AI and agentic capabilities into the advisor workflow, CAIS is creating a more intelligent, connected, and scalable experience. I look forward to joining the Board and working with Matt and the team on their next phase of growth." FT Partners served as the exclusive financial advisor and Sidley Austin LLP served as legal counsel to CAIS in connection with the transaction. CAIS Welcomes New Strategic Investors Record growth across the CAIS platform. The platform today serves over 2,500 wealth management firms, representing more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. * In the first half of 2026, the platform drove a 53% year-over-year increase in transaction volume, with total platform assets up 55% over the same period. The momentum spans every dimension of the platform. * Since 2025, CAIS has onboarded 425-plus new RIAs and independent broker dealers representing over $1.8 trillion in assets, including AE Wealth Management, AllianceBernstein, Beacon Pointe Advisors, &Partners, and OpenArc. * Transaction volume increased 60% year-over-year among existing wealth firms, including Baird, Wealth Enhancement Group, Mariner, and Edward Jones. Recent Growth at-a-Glance Delivering on the one-platform Solution. Advisors now use CAIS as a complete end-to-end platform spanning the Funds Marketplace, Custom Funds, and Capital Markets, with 150-plus technology features released in the first half of 2026 alone, up 50% year over year. Highlights across the platform, include: * Schwab Cash Balance and Ticker Redemptions complete the full round-trip trading experience for interval funds. Multi Order Signing streamlines bulk order processing, and New Holdings delivers AI-powered insights that can turn post-trade monitoring into faster, better-informed decisions. * CAIS Compass expanded with 30-plus new building blocks, enabling advisors to map products directly to client strategies. Payoff Explorer enables advisors to model structured note outcomes, helping them build portfolios. * Secondary Market capabilities through LODAS Markets provide platform users the ability to buy or sell certain alternative investment positions, bringing primary and secondary market opportunities together on a single platform for the first time. Equity Syndicate gives wealth firms and their advisors access to select equity IPO opportunities, including the ability to view offering details and submit or revise indications of interest, all through the platform. The breadth of these capabilities is reflected in advisor satisfaction. CAIS' advisor Net Promoter Score reached a new high of 74, more than double the B2B SaaS industry benchmark of 36.[1] AI powering the advisor experience. CAIS is entering the agentic phase of its AI strategy, building intelligent tools across the advisor journey, embedding AI throughout the organization, and scaling its software lifecycle resulting in an 80% year-over-year increase in throughput. CAIS' AI research agent, CAISey, gives advisors instant access to platform data and insights through simple, conversational prompts. Through the integration with Anthropic's Claude, CAISey connects directly into the advisor's workflow. Connecting the advisor ecosystem. CAIS is now embedded as core infrastructure across the platforms advisors depend on every day. CAIS has deepened integrations with Schwab, Fidelity Investments, BNY, and Goldman Sachs while recording record volume across self-clearing custodial firms including Edward Jones and Baird. CAIS also welcomed RedBlack, Inspira Financial, and BetaNXT as new integration partners, extending that same streamlined experience for advisors who use those platforms. CAIS' Integration Partners Setting a new standard for alts education. CAIS has built the industry's most trusted learning platform and has hosted 50 CAIS Live events with firms including Edward Jones, Mariner, Baird, William Blair, and Brookstone. The events have engaged 7,600-plus attendees with an average feedback score of 4.8/5. Additionally, the expansion of the CAIS IQ education library, combined with over 400,000 digital engagements, underscores CAIS' commitment to increasing advisor education and alternatives adoption. CAIS will host its fifth annual CAIS Summit in Beverly Hills, October 12-15, 2026, bringing together 1,200 financial advisors, asset managers, and industry leaders delivering content across alternative investments, capital markets, geopolitics, artificial intelligence, sports, media and entertainment, and aerospace and defense. 50 CAIS Live Events The next chapter of growth. This investment will accelerate CAIS' next phase of growth, enabling the company to expand its platform, scale its technology and AI capabilities, explore strategic opportunities, and continue delivering the innovation advisors need to better serve their clients. CAIS' latest investment follows its $50 million 2020 Series B investment by Eldridge, and a $340 million 2022 Series C financing round led by Apollo (NYSE: APO) and Motive Partners ("Motive"), with additional investment from Franklin Templeton (NYSE: BEN), Reverence Capital Partners, and Hamilton Lane, bringing the company's total capital raised to nearly $600 million. About CAIS. CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. Securities offered through CAIS Capital LLC, member FINRA, SIPC.