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Insights

Market Leadership CAIS is a leading platform serving over 2,000 wealth management firms and supporting more than 50,000 financial advisors managing approximately 6.5 trillion dollars in assets, highlighting its strong market presence and extensive user base in the financial services sector.

Innovation Recognition The company has received multiple awards for innovation and leadership, such as WealthTech100 and Best RIA Platform, positioning it as a trusted and forward-thinking provider, ideal for targeted engagement around technological advancements.

Growth Potential With annual revenue estimated between 50 million and 100 million dollars and continuous expansion across offices in New York, London, Austin, and New Jersey, CAIS presents opportunities for partnerships aimed at scaling and global outreach.

Technology Ecosystem Utilizing a modern tech stack including Contentful, Cvent, Python, and Marketo, CAIS demonstrates a focus on innovation and efficiency, making it receptive to solutions that enhance platform integration and user experience.

Competitive Landscape Operating within a competitive environment with peers like Vestmark, Addepar, and Redtail, CAIS offers prospects for differentiated offerings that emphasize its leadership in alternative investments and capital markets segments.

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 1 format(s):
CAIS Email FormatsExamplePercentage
FLast@caisgroup.comJDoe@caisgroup.com
99%
FMiddleLast@caisgroup.comJMichaelDoe@caisgroup.com
1%

Frequently Asked Questions

Where is CAIS's headquarters located?

Minus sign iconPlus sign iconCAIS's main headquarters is located at 527 Madison Ave New York, New York 10022 US. The company has employees across 5 continents, including North AmericaEuropeSouth America.

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 LinkedIn.

What is CAIS's SIC code NAICS code?

Minus sign iconPlus sign iconCAIS's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does CAIS have currently?

Minus sign iconPlus sign iconAs of October 2025, CAIS has approximately 560 employees across 5 continents, including North AmericaEuropeSouth America. 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 50,000 financial advisors who oversee approximately $6.5 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 Ave New York, New York 10022 US
Phone number
+1-212-300-****
Website
caisgroup.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
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
    N. B.
    Chief Investment Officer - Cais Advisors
    Phone icon
    Mobile Phone

Employee Directory

  • 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
  • Stylized image of a person
    R. U.
    Vice President - Office Of The Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Chief Investment Officer - Cais Advisors
    Phone icon
    Mobile Phone

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