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CAIS
CAIS operates a platform that connects independent financial advisors with leading alternative asset managers to deliver alternative investments and structured...
Overview
CAIS operates a platform that connects independent financial advisors with leading alternative asset managers to deliver alternative investments and structured notes. Founded with the goal of making alternative investments available to financial advisors everywhere, CAIS combines technology with client experience to enable advisors and asset managers to engage and transact at scale. Thousands of financial advisors controlling trillions of end-client capital use the platform for access and efficiency.
General information
Firm type
Generic
Year founded
2024
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Sector focus
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