CAIS

CAIS

HQ
New York, NY
Total Offices: 3
318 Total Employees
Year Founded: 2009
CAIS is the leading alternative investment platform for independent financial advisors.

CAIS is the leading alternative investment platform for independent 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 debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source. As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies. Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit  www.caisgroup.com.


CAIS Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQNew York, NY
Austin, TX
Los Angeles, CA
Learn more

What the Team is Saying

Sanjam
Mark
Elisandra
Adam
Heaven-Leigh
Chet

Technology We Use

AWS (Amazon Web Services)
AWS (Amazon Web Services)
SERVICES
CSS
CSS
LANGUAGES
Cypress
Cypress
FRAMEWORKS
Docker
Docker
FRAMEWORKS
Elixir
Elixir
LANGUAGES
GitHub
GitHub
SERVICES
GraphQL
GraphQL
FRAMEWORKS
Java
Java
LANGUAGES
JavaScript
JavaScript
LANGUAGES
Jest
Jest
FRAMEWORKS
Kafka
Kafka
FRAMEWORKS
Kotlin
Kotlin
LANGUAGES
Kubernetes
Kubernetes
FRAMEWORKS
Microsoft Azure
Microsoft Azure
SERVICES
MySQL
MySQL
DATABASES
Next.js
Next.js
FRAMEWORKS
Node.js
Node.js
FRAMEWORKS
Python
Python
LANGUAGES
React
React
LIBRARIES
Redux
Redux
LIBRARIES
Salesforce Apex
Salesforce Apex
LANGUAGES
Snowflake
Snowflake
DATABASES
Spring
Spring
FRAMEWORKS
SQL
SQL
LANGUAGES
Terraform
Terraform
FRAMEWORKS
TypeScript
TypeScript
LANGUAGES
Airtable
Airtable
PROJECT MANAGEMENT
Asana
Asana
PROJECT MANAGEMENT
Confluence
Confluence
PROJECT MANAGEMENT
Figma
Figma
DESIGN
Google Analytics
Google Analytics
ANALYTICS
Illustrator
Illustrator
DESIGN
JIRA
JIRA
PROJECT MANAGEMENT
Photoshop
Photoshop
DESIGN
Tableau
Tableau
ANALYTICS
DocuSign
DocuSign
CRM
HootSuite
HootSuite
CMS
HubSpot
HubSpot
CRM
Salesforce
Salesforce
CRM
Asana
Asana
PROJECT MANAGEMENT
Microsoft Teams
Microsoft Teams
COLLABORATION
Slack
Slack
COLLABORATION
Zoom
Zoom
COLLABORATION

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