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Insights

Market Leadership CAIS is a prominent player in the financial services industry, serving over 2,000 wealth management firms and managing assets exceeding $7 trillion. Their leadership position and extensive client base offer opportunities to introduce complementary platform solutions and value-added services.

Innovation Recognition The company has been recognized with multiple awards for innovation and excellence, highlighting its commitment to advanced technology and strategic differentiation, making it an attractive partner for collaborative technology integrations and co-marketing initiatives.

Technology Stack Utilizing a diverse set of tools such as Amazon, HubSpot, and Ruby, CAIS demonstrates a commitment to modern, scalable technology solutions. This openness indicates potential for tailored integrations and API-driven partnerships to enhance their platform capabilities.

Growth Potential With revenue estimates between 1 billion and 10 billion dollars and a sizable operational presence, CAIS offers substantial opportunities for expanding product offerings, including advanced analytics, reporting, and compliance solutions to support their increasing asset flows.

Strategic Alliances CAIS's position alongside similar innovative companies like Addepar and Morningstar suggests a strategic openness to forming partnerships.engagements that can enhance service delivery or extend market reach within the wealth management ecosystem.

CAIS Tech Stack

CAIS uses 8 technology products and services including OneTrust, Amazon, JSS, and more. Explore CAIS's tech stack below.

  • OneTrust
    Cookie Compliance
  • Amazon
    E-commerce
  • JSS
    Javascript Frameworks
  • Recharts
    Javascript Graphics
  • Underscore.js
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Marqeta
    Payment Processing
  • Ruby
    Programming Languages

Media & News

CAIS's Email Address Formats

CAIS uses at least 2 format(s):
CAIS Email FormatsExamplePercentage
FLast@caisgroup.comJDoe@caisgroup.com
99%
FMiddleLast@caisgroup.comJMichaelDoe@caisgroup.com
1%
First.Last@wheelsup.comJohn.Doe@wheelsup.com
53%
FLast@wheelsup.comJDoe@wheelsup.com
44%
FirstLast@wheelsup.comJohnDoe@wheelsup.com
2%
First@wheelsup.comJohn@wheelsup.com
1%

Frequently Asked Questions

Where is CAIS's headquarters located?

Minus sign iconPlus sign iconCAIS's main headquarters is located at 527 Madison Avenue 2nd Floor New York, New York 10022 United States. The company has employees across 5 continents, including North AmericaEuropeAfrica.

What is CAIS's phone number?

Minus sign iconPlus sign icon You can contact CAIS's main corporate office by phone at
+1-212-300-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CAIS's stock symbol?

Minus sign iconPlus sign iconCAIS is a publicly traded company; the company's stock symbol is 000796.SZ.

What is CAIS's official website and social media links?

Minus sign iconPlus sign iconCAIS's official website is caisgroup.com and has social profiles on LinkedInCrunchbase.

What is CAIS's NAICS code?

Minus sign iconPlus sign iconCAIS's NAICS code is 52 - Finance and Insurance.

How many employees does CAIS have currently?

Minus sign iconPlus sign iconAs of April 2026, CAIS has approximately 548 employees across 5 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: D. T.Cto: K. K.Chief Operating Officer: B. C.. Explore CAIS's employee directory with LeadIQ.

What industry does CAIS belong to?

Minus sign iconPlus sign iconCAIS operates in the Financial Services industry.

What technology does CAIS use?

Minus sign iconPlus sign iconCAIS's tech stack includes OneTrustAmazonJSSRechartsUnderscore.jsHubSpotMarqetaRuby.

What is CAIS's email format?

Minus sign iconPlus sign iconCAIS's email format typically follows the pattern of FLast@caisgroup.com. Find more CAIS email formats with LeadIQ.

When was CAIS founded?

Minus sign iconPlus sign iconCAIS was founded in 2009.

CAIS

Financial ServicesNew York, United States501-1000 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 and capital markets strategies providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7 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

Section iconCompany Overview

Headquarters
527 Madison Avenue 2nd Floor New York, New York 10022 United States
Phone number
+1-212-300-****
Website
caisgroup.com
Stock Symbol
000796.SZ
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $1B$10B

    CAIS's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    CAIS's revenue is estimated to be in the range of $1B$10B

Company Leadership

  • Stylized image of a person
    D. T.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Cto
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    C. Z.
    Managing Director, Chief Product Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Cto
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    President
    Phone icon
    Mobile Phone

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