CAIS Employee Directory

Q: What is CAIS known for?

CAIS was founded in 2009. CAIS operates in the Financial Services industry.

Q: How many employees does CAIS have currently?

CAIS has approximately 553 employees.

Q: Who are CAIS's key employees and leadership?

CAIS's key employees include: Founder | Ceo: M. B., Chief Executive Officer: D. T., Cto: K. K., Chief Operating Officer: B. C., Chief People Officer: M. G..

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

Find CAIS employees' phone numbers or email addresses

CAIS Global Highlights

North America
359

United States Of America
355
Canada
2
Mexico
1
Costa Rica
1

Europe
71

United Kingdom Of Great Britain And Northern Ireland
64
France
2
Spain
1
Germany
1
Portugal
1
Poland
1
Slovakia
1

Africa
5

Morocco
2
Chad
2
Egypt
1

South America
5

Brazil
3
Chile
2

Asia
1

Philippines
1

CAIS's Leadership

D. T.
Chief Executive Officer
Mobile Phone
Email
K. K.
Cto
Mobile Phone
Email
B. C.
Chief Operating Officer
Mobile Phone
Email
M. G.
Chief People Officer
Mobile Phone
Email
M. M.
Chief Operating Officer
Mobile Phone
Email
T. M.
Chief Marketing Officer
Mobile Phone
Email
M. C.
Chief Of Staff
Mobile Phone
Email
R. U.
Vice President - Office Of The Coo
Mobile Phone
Email

CAIS Employee Metrics

100%

50%

0%

2026

2025

Engineering
Product Management
Analytics
Marketing
Finance
Other
Information Technology
Operations
Banking
Business

Contact profiles from CAIS

Name

Title

Contact Info

Location

Last Update

R. U.
Vice President - Office Of The Coo
Mobile Phone
Email
United States
Mar 02, 2026
M. P.
Partner | Head Of Capital Markets
Mobile Phone
Email
United StatesNew York
Mar 09, 2026
O. T.
Associate, Office Of The Coo
Mobile Phone
Email
United StatesNew York
Jan 16, 2025
M. C.
Managing Director - Chief Compliance Officer
Mobile Phone
Email
United StatesNew York
Mar 14, 2026
M. R.
Partner & General Counsel
Mobile Phone
Email
United StatesNew York
Mar 02, 2026
T. R.
Vice President - Partner Relationship Manager
Mobile Phone
Email
United StatesNew York
Jan 12, 2026
C. T.
Partner
Mobile Phone
Email
Oct 21, 2024
D. P.
Owner
Mobile Phone
Email
Oct 17, 2024
D. T.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
F. K.
Managing Director And Chief Technology Officer
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is CAIS known for?

CAIS was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 527 Madison Avenue 2nd Floor New York, New York 10022 United States; you can contact the main corporate office by phone at

+1-212-300-****

. Explore CAIS's company overview page for more information.

What is CAIS's most common email format?

CAIS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CAIS email formats with LeadIQ.

How many employees does CAIS have currently?

CAIS has approximately 553 employees as of March 2026. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are CAIS's key employees and leadership?

As of March 2026, CAIS's key employees include:

Chief Executive Officer: D. T.
Cto: K. K.
Chief Operating Officer: B. C.
Chief People Officer: M. G.
Chief Operating Officer: M. M.

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