Company intelligence
CAIS
Your One Alts Platform
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer
Verified activity
Signals from CAIS
5 published signals
Presence & Recognition
CAIS Live Conversations welcomed Signature Estate & Investment Advisors, LLC’s Sam Miller, CFA, CAIA, CFP to discuss portfolio construction and private markets in a modern model framework.
Reported by CAIS
Products & Services
CAIS platform continues to evolve with new enhancements including CAISey, new capital markets capabilities, and expanded platform integrations.
Reported by CAIS
Presence & Recognition
CAIS Summit marks its 5th anniversary with a new chapter titled Own the Next Era of Wealth.
Reported by CAIS
Presence & Recognition
CAIS Live Conversations featured President Matt Matrisian of Signature Estate & Investment Advisors, LLC discussing why the firm considers more than firm volume when weighing an acquisition.
Reported by CAIS
Presence & Recognition
CAIS employee Chris Zuczek is attending the IPA Vision 2026 conference hosted by the Institute for Portfolio Alternatives in Atlanta on Wednesday, September 16, from 1:50 to 2:50 PM, to discuss optimizing and scaling wealth management models.
Reported by Chris Zuczek