CAIS Capital
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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) 300-9350

Revenue

$75 Million

Industry

Finance Software Securities Trading Financial Software Lending & Brokerage
ZI Rank: 5
Signal Type
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May
ZI Rank
5
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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's Social MediaPopular SearchesCais Capital LLCCaisCAIS IncCapital Integration Systems LLCCais Insurance Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

CAIS Capital Org Chart

MB
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Founder & Chief Executive Officer

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Timothy Shannon, Partner, Co-President and Chief Financial Officer at CAIS Capital
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Partner, Co-President and Chief Financial Off...

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Alexander Cavalieri, Chief Marketing Officer at CAIS Capital
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Chief Marketing Officer

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RH
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Senior Vice President - Office of the Chief O...

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OT
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Associate, Office of the Chief Operating Offi...

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BC
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Partner, Chief Operating Officer

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Kan Kotecha, Chief Technology Officer at CAIS Capital
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Chief Technology Officer

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MC
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Chief of Staff

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Meghan Gault, Chief People Officer at CAIS Capital
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Chief People Officer

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NB
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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CAIS Capital

$75M
201-500
Private
$375M
2009
MB
Matthew BrownFounder & CEO
$721.8M
1K - 5K
Public
$600M
1875
$472.8M
501-1,000
Private
$1.6B
1998
GS
Gerrid SmithFounder & CEO
$452.7M
501-1,000
Private
-
1926
KC
Kevin CharlestonChairman & CEO
$12.1M
201-500
Private
-
1997
GO
George OlahPartner & Chief Financial Officer
$6.9M
51-200
Private
-
2016
IV
Inna VolkovaChief Marketing Officer
$6.8M
51-200
Private
-
2005
CL
Cesar LabartheManaging Director
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Company Profile Activity

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Activity Insights

CAIS Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CAIS Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CAIS Capital.

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

See All CAIS Capital's Financials Insights

CAIS Capital Tech Stack

A closer look at the technologies used by CAIS Capital

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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 launched
  • CAIS 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 opportuni
  • J.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
  • CAIS Broadens Offerings from Leading Alternative Asset Managers

    NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced it has expanded its offerings of alternative investment strategies from leading alternative investment managers, deepening the firm’s commitment to making alternative investment products more accessible to wealth management. New managers that have introduced strategies on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments, Golub Capital, Hines, Kay
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Frequently Asked Questions Regarding CAIS Capital

What is CAIS Capital's official website?
CAIS Capital's official website is www.caisgroup.com
What is CAIS Capital's Revenue?
CAIS Capital's revenue is $75 Million
What is CAIS Capital's SIC code?
CAIS Capital's SIC: 62,628
What is CAIS Capital's NAICS code?
CAIS Capital's NAICS: 52,523
How many employees does CAIS Capital have?
CAIS Capital has 201-500 employees
What industry does CAIS Capital belong to?
CAIS Capital is in the industry of: Finance, Software, Securities Trading
What is CAIS Capital competition?
CAIS Capital top competitors include: Chemspace, Voyager Management, PGIM, Loomis Sayles
What companies has CAIS Capital acquired?
CAIS Capital has acquired the companies: Cais Iq
What technology does CAIS Capital use?
Some of the popular technologies that CAIS Capital uses are: Backbone.js, WordPress.org, reCAPTCHA, PHP
Who is the CFO of CAIS Capital?
CAIS Capital's CFO is Timothy Shannon
Who is the CTO of CAIS Capital?
CAIS Capital's CTO is Kan Kotecha
How do I contact CAIS Capital?
CAIS Capital contact info: Phone number: (212) 300-9350 Website: www.caisgroup.com
What does CAIS Capital do?

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... ructured 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 in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere.Read More

What are CAIS Capital social media links?
CAIS Capital Linkedin page CAIS Capital Twitter page CAIS Capital Facebook page
Who invested in CAIS Capital?
CAIS Capital has 6 investors including Apollo Global Management, Motive Partners, Eldridge and Conversion Capital.
Is CAIS Capital a public company?
CAIS Capital is private company therefore does not currently have an official ticker symbol
See more information about CAIS Capital

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