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caisgroup.com

Founded Year

2009

Stage

Series C - II | Alive

Total Raised

$383M

Last Raised

$100M | 1 mo ago

Mosaic Score

+20 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

About CAIS

CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products. The company was founded in 2009 and is based in New York, New York.

CAIS Headquarter Location

527 Madison Avenue 2nd Floor

New York, New York, 10022,

United States

855-844-2247

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Research containing CAIS

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned CAIS in 1 CB Insights research brief, most recently on Feb 22, 2021.

Expert Collections containing CAIS

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

CAIS is included in 3 Expert Collections, including Unicorns- Billion Dollar Startups.

U

Unicorns- Billion Dollar Startups

1,104 items

W

Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech

7,344 items

US-based companies

Latest CAIS News

Advisor Group selects CAIS for alternative investment access and education

May 6, 2022

Advisor Group selects CAIS for alternative investment access and education Submitted 06/05/2022 - 9:21am Advisor Group has selected CAIS, an alternative investment platform for independent financial advisors, to provide a platform solution for improved alternative investment access, education and transaction workflow. Advisor Group is the USA's largest network of independent wealth management firms with over 10,100 financial advisors overseeing more than $515 billion in client assets. Through the CAIS platform, Advisor Group’s financial professionals will gain access to a curated menu of alternative investment products, including hedge funds, private equity, real estate, and private credit. All funds will undergo Mercer’s third-party independent due diligence, giving Advisor Group’s Home Office and financial advisors additional confidence on the funds they select for their clients. Like this article? Sign up to our free newsletter Author Profile Related Topics Intelligence Solutions

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