CAIS is a fintech company that operates the leading alternative investment platform for independent financial advisors. Founded in 2009 and headquartered in New York City, its technology solution is designed to power the entire lifecycle of alternative investments, connecting advisors with asset managers. The platform supports over 2,000 wealth management firms and more than 62,000 financial advisors, representing approximately $7.5 trillion in end-client assets under advisement.
The company's core product is its Alternative Investment Platform, a comprehensive technology solution enabling engagement and transactions at scale within the alternative asset class. Its work spans the fintech, platform technology, and wealth management technology domains. CAIS has offices in Austin, TX, London, and Red Bank, NJ, in addition to its New York headquarters.
The firm has received industry recognition, including awards such as Alternative Investment Firm of Year and a place on the WealthTech100 List. Its technical work supports the wealth management, financial advisory, and asset management sectors.
