CAIS is based in New York, United States (US).

CAIS

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New York, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Jul 2026

#alternatives investments

#capital markets

#structured solutions

#financial technology

#outsourced service provider

#wealth management focus

CAIS is a Finance and Banking company based in New York, United States (US), founded in 2009, with 200-500 employees. CAIS's profile is verified on Enterprise League.

Overview

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 and capital markets strategies providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7 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. For more information about CAIS, please visit www.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

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Contact Details

info@caisgroup.com

New York, United States (US), 527 Madison Ave

+1

Founded

2009

Employees

200-500

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