CAIS

United States
Troy, New Hampshire, United States, 10022

Company profile

CAIS company profile

CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel. The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009.

Business identity

Contact email
[email protected]
Phone number
(855) 844-2247
Operating status
Active
Company type
For Profit
Employee range
251-500 employees
Revenue range
$0-$1M
Founded
2009-01-01, Year

Headquarters

Postal code
10022
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
Private Equity
Funding rounds
7
Total equity funding
$406M
Last funding
Private Equity / 2022-06-28
Last equity funding
Private Equity
Investors
7
Lead investors
6
Founders
3
Articles
78

Founders and investors

Founders

Jeremy NortonMatt BrownRafay Farooqui

Lead investors

ApolloEldridge IndustriesHamilton LaneMotive PartnersReverence Capital PartnersSquare Peg Capital

Investors

ApolloEldridge IndustriesFranklin TempletonHamilton LaneMotive Partners