CAIS
CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel. The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009.
CAIS
Industry:
Finance Financial Services FinTech Hedge Funds Real Estate Investment
Founded:
2009-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.caisgroup.com
Total Employee:
101+
Status:
Active
Contact:
(855) 844-2247
Total Funding:
406 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Tag Manager Content Delivery Network Font Awesome Domain Not Resolving Microsoft Exchange Online Office 365 Mail
Current Advisors List
Board_member
Advisor
2018-01-01
Board_member
2022-01-11
Board_member
2021-01-01
Board_member
2022-01-11
Board_member
2021-01-01
Board_member
2022-04-01
Current Employees Featured
Matt Brown Founder & CEO @ CAIS
Founder & CEO
2009-03-01
Timothy Shannon President and CFO @ CAIS
President and CFO
Brad Walker Senior Managing Director | Alternative Investments @ CAIS
Senior Managing Director | Alternative Investments
Marc Premselaar Senior Managing Director | Structured Notes @ CAIS
Senior Managing Director | Structured Notes
Brendan Cuddihy Managing Director | Marketing & Strategy @ CAIS
Managing Director | Marketing & Strategy
Young Yu Managing Director | Corporate Development @ CAIS
Managing Director | Corporate Development
Andrew Smith Lewis Chief Innovation Officer @ CAIS
Chief Innovation Officer
2019-09-01
Marco Riedl Chief Product Officer @ CAIS
Chief Product Officer
2019-04-01
Christopher Crawford Managing Director @ CAIS
Managing Director
2020-01-01
Jeremy Norton Co-Founder | Asia Strategic Partner @ CAIS
Co-Founder | Asia Strategic Partner
2009-03-01
Founder
Investors List
Hamilton Lane
Hamilton Lane investment in Private Equity Round - CAIS
Reverence Capital Partners
Reverence Capital Partners investment in Private Equity Round - CAIS
Franklin Templeton Investments
Franklin Templeton Investments investment in Private Equity Round - CAIS
Apollo
Apollo investment in Private Equity Round - CAIS
Motive Partners
Motive Partners investment in Private Equity Round - CAIS
Eldridge
Eldridge investment in Series B - CAIS
Square Peg Capital
Square Peg Capital investment in Series A - CAIS
Square Peg Capital
Square Peg Capital investment in Series A - CAIS
Key Employee Changes
| Date | New article |
|---|---|
| 2021-11-05 | CAIS Appoints Abby Salameh as Chief Marketing Officer |
Official Site Inspections
http://www.caisgroup.com Semrush global rank: 1.84 M Semrush visits lastest month: 12.27 K
- Host name: 104.18.1.180
- IP address: 104.18.1.180
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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