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Insights

Large platform reach CAIS services over 2,500 wealth management firms and supports more than 65,000 financial advisors overseeing approximately $8.5 trillion in end-client assets, indicating a broad potential client base for platform expansion and new modules.

Financial scale Revenue is disclosed in the broad range of 1B to 10B with substantial funding of 746M, signaling strong capital availability for partnerships, integration projects, and enterprise-scale deployments with advisory platforms or asset managers.

Industry recognition Multiple awards across innovation, wealthtech, and Best Platform categories suggest credibility with RIAs and asset managers, creating openings for upsell of premium compliance, analytics, or AI-driven investment capabilities.

Tech ecosystem Tech stack includes Terraform, Argo CD, SageMaker, Auth0, Pardot, and AI tools like ChatGPT, highlighting a mature modern tech environment suitable for API integrations, data workflows, and security-focused partnerships.

Global footprint Headquartered in New York with offices in London, Austin, and Red Bank positions CAIS for cross-border offerings, regional compliance services, and multi-jurisdiction support for managers expanding investor bases.

Similar companies to CAIS

CAIS Tech Stack

CAIS uses 8 technology products and services including HashiCorp Terraform, WordPress, Amazon SageMaker, and more. Explore CAIS's tech stack below.

CAIS's Email Address Formats

CAIS uses at least 6 email formats:
CAIS Email FormatsExamplePercentage
FLast@caisgroup.comJDoe@caisgroup.com
99%
FMiddleLast@caisgroup.comJMichaelDoe@caisgroup.com
1%
First.Last@wheelsup.comJohn.Doe@wheelsup.com
57%
FLast@wheelsup.comJDoe@wheelsup.com
41%
FirstLast@wheelsup.comJohnDoe@wheelsup.com
1%
First@wheelsup.comJohn@wheelsup.com
1%

Frequently Asked Questions

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 and Crunchbase.

How much revenue does CAIS generate?

Minus sign iconPlus sign icon As of October 2026, CAIS's annual revenue is estimated to be $1B - $10B.

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 October 2026, CAIS has approximately 544 employees across 5 continents, including North America, Europe and South America. Key team members include Chief Executive Officer: D. T., Chief Operating Officer: M. M. and Chief Product And Technology Officer: S. W. 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 HashiCorp Terraform, WordPress, Amazon SageMaker, Argo CD, Google Workspace, ChatGPT, Auth0 and Pardot.

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.

How much funding has CAIS raised to date?

Minus sign iconPlus sign icon As of October 2026, CAIS has raised $746M in funding. The last funding round occurred on Jul 28, 2022.

When was CAIS founded?

Minus sign iconPlus sign iconCAIS was founded in 2009.
CAIS logo

CAIS

Financial ServicesNew York, United States501-1000 Employees

CAIS is a financial services company headquartered in New York City, with offices in London, Austin, and Red Bank. It operates an alternative investment platform for independent financial advisors, supporting the pre-trade, trade, and post-trade lifecycle of alternative investments and capital markets strategies, and providing a single operating system to enable scale and efficiency for advisors and asset managers. CAIS serves more than 2,000 wealth management firms and supports over 62,000 financial advisors who oversee approximately $7 trillion in end-client assets. Founded in 2009, the company employs between 501 and 1000 people. Securities offering is through CAIS Capital LLC, a member of FINRA and SIPC.

Section iconCompany Overview

Phone number
+1-212-300-****
Website
caisgroup.com
Stock Symbol
000796.SZ
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
501-1000

Section iconFunding & Financials

  • $746M

    CAIS has raised a total of $746M of funding over 8 rounds. Their latest funding round was raised on Jul 28, 2022 as a Private Equity.

  • $1B - $10B

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

Company Leadership

  • Chief Executive Officer at CAIS
    D. T.
    Chief Executive Officer
    Mobile Phone
  • Chief Operating Officer at CAIS
    M. M.
    Chief Operating Officer
    Mobile Phone
  • Chief Product And Technology Officer at CAIS
    S. W.
    Chief Product And Technology Officer
    Mobile Phone
  • Chief Marketing Officer at CAIS
    T. M.
    Chief Marketing Officer
    Mobile Phone
  • Vp | Senior Software Engineer at CAIS
    D. M. P.
    Vp | Senior Software Engineer
    Mobile Phone

Employee Directory

  • Chief Executive Officer at CAIS
    D. T.
    Chief Executive Officer
    Mobile Phone
  • Managing Director And Chief Technology Officer at CAIS
    F. K.
    Managing Director And Chief Technology Officer
    Mobile Phone
  • Owner at CAIS
    J. C.
    Owner
    Mobile Phone
  • Co Founder at CAIS
    J. N.
    Co Founder
    Mobile Phone
  • Managing Director, Head Of Client Service at CAIS
    J. P.
    Managing Director, Head Of Client Service
    Mobile Phone

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