CAIS

wealthtech (retail)other investments platforminvestment platforms

FOUNDING YEAR: 2009
LOCATION: United States
Last Update: 14/02/2020

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About

CAIS offers a financial platform for wealth managers providing them with access to a menu of funds and products. It provides streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions, and real assets. It also delivers a suite of portfolio construction and reporting tools and complements its fund offering with independent due diligence.

Focus

PRODUCTS & SERVICES

The company provides financial product platform.

REVENUE MODEL

The company generates revenue from its financial technology platform.

MAIN CLIENTS

Baird

BB&T Securities

EXISTING PARTNERSHIPS

Bluerock ,Mercer

People

FOUNDERS

Jeremy Norton

Matt Brown

BOARD MEMBERS AND ADVISORS

Michael Bapis

Karen Joy Bean

Lee Beck

Michael Brabant

David Copeland

Justin Ferri

Gary Gallagher

David Harris

Aaron Hodari

David W. Karp

Dayna Kleinman

Mark Knezevich

Jonathan Lee

Deron McCoy

Stephen G. Meyer

David K. Murdock

Jr. J

James K. Patrick IV

Andrew Putterman

Joanna Rees

Andrew Smith Lewis

Jennie Sowers

Cara Williams

NUMBER OF EMPLOYEES

51-200

INVESTORS:

Constant Innovation

Fidia Holding

SenaHill Partners

Square Peg Capital

KEY EMPLOYEES:

Christopher Crawford (COO)

Marco Riedl (CPO)

Momentum

FUNDED

YES

TOTAL FUNDING

$31 M

DATE OF LAST FUNDING

Jul 2015

FUNDING SERIES

SERIES A  · $31 M  · Jul 2015

LISTED

NO

BASICS

FOUNDING YEAR:

2009

LOCATION:

United States

Views:

50 VISITORS | 114 VIEWS
LATEST FUNDING ROUND

$31 M

TOTAL EMPLOYEES
51-200

About

CAIS offers a financial platform for wealth managers providing them with access to a menu of funds and products. It provides streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions, and real assets. It also delivers a suite of portfolio construction and reporting tools and complements its fund offering with independent due diligence.

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People+
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