CAIS Capital
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 201-500 Employees
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Overview
Headquarters
527 Madison Ave Lbby 2, New York City, N...Phone Number
(212) 300-9350Website
www.caisgroup.comRevenue
$75 MillionIndustry
ZI Rank: 5
Signal Type
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ZI Rank
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About CAIS Capital
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, digital assets, 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. All funds listed on CAIS 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 Fidelity, Schwab and Pershing, making investing in alternatives simple. Founded inRead more
CAIS Capital Org Chart
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Activity Insights
CAIS Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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CAIS Capital financials insights
Gather financial insights about CAIS Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Series B
$50M
2022
Series C
$225M
Other Financing Round
$100M
CAIS Capital Tech Stack
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Most Recent Scoops
Open Position
Left Company
Executive Move
Executive Moves, Left Company
Open Position
Open Position
Open Position
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding CAIS Capital
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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, digital assets, and st... Read More
