CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Finance

CAIS

CAIS' headquarters in New York, NY, United States

This department focuses on creating and enhancing products, as well as managing their distribution.

Product Development

This department is responsible for setting the strategic direction and overall management of the organization.

Executive Leadership

This department focuses on managing and developing strategies for alternative investment opportunities.

Alternative Investments

This department oversees asset management and financial planning activities to ensure efficient fund operations.

Fund Management and Finance

The leadership team at CAIS has a history of experience in the financial industry, including working as free agents, Chief Marketing Officers, Senior Vice Presidents, and Managing Directors. They also have a variety of educational backgrounds, including degrees in finance, economics, urban studies, and engineering.

Leadership Team

This department focuses on the design, development, and improvement of product technologies and solutions.

Product Engineering

This department focuses on overseeing product development, strategy, and marketing to ensure alignment with market needs and business goals.

People (3)

Jobs (0)

Other teams

Executive Leadership

Alternative Investments

Fund Management and Finance

Leadership Team

Product Engineering

Product Management