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© All Rights Reserved. ApplyBlast.com
CAIS
CAIS is a leading platform that democratizes access to alternative investments and technology solutions for financial advisors, supporting a large network of advisors overseeing trillions in assets. They focus on providing a range of investment strategies and advanced technology services, with a strong emphasis on client service and operational efficiency.
Headquarters
New York, New York, United States
Company Size
201-500 employees
Founded
2009
CAIS is a leading alternative investment platform that provides investors, financial advisors, and institutions streamlined access to private equity, hedge funds, structured notes, and other alternative strategies. The company combines technology, curated product sourcing, due diligence, and operational support to help advisors and asset managers discover, evaluate, and distribute alternative investments at scale. CAIS also offers educational resources and channel partnerships to simplify execution and broaden access across wealth management and institutional channels.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CAIS.
CAIS adds 17 private markets firms to its advisor menu
Sep 29, 2025
