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.

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CAIS

Social Links:

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:

Email Addresses:

[email protected]

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

todd-boehly_image

Todd Boehly Board Member @ CAIS
Board_member

andrew-putterman_image

Andrew Putterman Strategic Advisor @ CAIS
Advisor
2018-01-01

blythe-masters_image

Blythe Masters Board of Directors @ CAIS
Board_member
2022-01-11

ellen-levy_image

Ellen Levy Member, Board of Directors @ CAIS
Board_member
2021-01-01

andrew-gosden_image

Andrew Gosden Board of Directors @ CAIS
Board_member
2022-01-11

neal-pawar_image

Neal Pawar Member of the Board of Directors @ CAIS
Board_member
2021-01-01

milton-berlinski_image

Milton Berlinski Board Member @ CAIS
Board_member
2022-04-01

Current Employees Featured

matt-brown_image

Matt Brown
Matt Brown Founder & CEO @ CAIS
Founder & CEO
2009-03-01

timothy-shannon_image

Timothy Shannon
Timothy Shannon President and CFO @ CAIS
President and CFO

brad-walker_image

Brad Walker
Brad Walker Senior Managing Director | Alternative Investments @ CAIS
Senior Managing Director | Alternative Investments

marc-premselaar_image

Marc Premselaar
Marc Premselaar Senior Managing Director | Structured Notes @ CAIS
Senior Managing Director | Structured Notes

brendan-cuddihy_image

Brendan Cuddihy
Brendan Cuddihy Managing Director | Marketing & Strategy @ CAIS
Managing Director | Marketing & Strategy

young-yu_image

Young Yu
Young Yu Managing Director | Corporate Development @ CAIS
Managing Director | Corporate Development

andrew-smith-lewis_image

Andrew Smith Lewis
Andrew Smith Lewis Chief Innovation Officer @ CAIS
Chief Innovation Officer
2019-09-01

marco-riedl_image

Marco Riedl
Marco Riedl Chief Product Officer @ CAIS
Chief Product Officer
2019-04-01

christopher-crawford_image

Christopher Crawford
Christopher Crawford Managing Director @ CAIS
Managing Director
2020-01-01

jeremy-norton_image

Jeremy Norton
Jeremy Norton Co-Founder | Asia Strategic Partner @ CAIS
Co-Founder | Asia Strategic Partner
2009-03-01

Founder

jeremy-norton_image

Jeremy Norton

matt-brown_image

Matt Brown

Investors List

hamilton-lane_image

Hamilton Lane

Hamilton Lane investment in Private Equity Round - CAIS

reverence-capital-partners_image

Reverence Capital Partners

Reverence Capital Partners investment in Private Equity Round - CAIS

franklin-templeton-investments_image

Franklin Templeton Investments

Franklin Templeton Investments investment in Private Equity Round - CAIS

apollo-global-management-llc_image

Apollo

Apollo investment in Private Equity Round - CAIS

motive-partners_image

Motive Partners

Motive Partners investment in Private Equity Round - CAIS

eldridge_image

Eldridge

Eldridge investment in Series B - CAIS

square-peg-capital_image

Square Peg Capital

Square Peg Capital investment in Series A - CAIS

square-peg-capital_image

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

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