CAIS Summit marks its 5th anniversary with a new chapter titled Own the Next Era of Wealth.
Published
Signal category
Presence & Recognition
Quote
“This October, we mark our 5th anniversary with a new chapter: Own the Next Era of Wealth.”
— CAIS team
Company
CAIS
Your One Alts Platform
- Industry
- Financial Services
- Location
- New York, US
- Company size
- 544 employees
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
Founded 2009