CAIS Capital
Finance · 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: 4
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
4
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5
5
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4
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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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
A closer look at the technologies used by CAIS Capital
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Most Recent Scoops
Hiring Plans
CAIS Capital has more open roles in Finance than it has had at any time in the past 9 months. Areas of expertise include: Finance, Private Equity Fund, Financial Services, Bachelor Of Science In Business Administration, Hedge Funds, and Salesforce.
Hiring Plans
Open Position
Left Company
Executive Move
Executive Moves, Left Company
Open Position
Open Position
CAIS Capital News & Media
P10 and Bonaccord Capital Partners Team with CAIS to Expand Wealth Channel Access to GP Stakes Solutions
DALLAS, Jan. 29, 2026 (GLOBE NEWSWIRE) -- P10, Inc. (NYSE: PX), (“P10” or the “Company”), and Bonaccord Capital Partners (“Bonaccord”), today announced a new collaboration with CAIS, the leading alternative investment platform for financial advisors. Bonaccord is a private equity firm focused on providing growth capital and strategic support to middle-market private markets sponsors, and this collaboration with CAIS provides advisors with expanded access to GP stakes solutions.CAIS Launches BlackRock, Carlyle, Franklin Templeton, and KKR Model Portfolios
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for financial advisors, today announced the first in a growing series of investment models—developed by BlackRock, Carlyle, Franklin Templeton, and KKR—onto the CAIS Models Marketplace. As recently announced, advisors can now leverage single-click model allocations across private and registered funds, for both subscription-based and ticker-traded products on the CAIS platform, streamlining implementation. CAIS launchedCAIS Expands Platform Execution Capabilities for Ticker-Traded Alternative Investment Funds
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its new execution capability for ticker-traded alternative investment funds. This enhanced feature enables advisors to facilitate the execution of both ticker-traded interval funds and subscription-based funds on the CAIS platform, providing advisors with a unified experience for all their alternatives. Ticker-traded interval funds represent an opportuniJ.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that J.P. Morgan Asset Management, a global leader in investment management, is partnering with CAIS to provide advisors access to its alternative investment strategies. “We are thrilled to partner with J.P. Morgan Asset Management, a firm whose long-term vision is closely aligned with CAIS’ own mission to transform alternative investments for the wealth management ec
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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
