CAIS is a leading platform that facilitates access to alternative investments and structured notes for financial advisors and asset managers. Founded in 2009, CAIS aims to level the playing field by making these complex investment vehicles more accessible and efficient for independent financial advisors. Their platform connects advisors with alternative asset managers and bank issuers, helping to grow and diversify investor bases within the wealth management ecosystem. CAIS also provides technology infrastructure for an end-to-end customizable experience, serving over 2,000 wealth management firms with access to trillions in end-client assets. The company is known for integrating world-class technology with client experience to transform the alternative investing landscape.
Alternatives Investments β’ Capital Markets β’ Structured Solutions β’ Financial Technology β’ Outsourced Service Provider
51 - 200 employees
Founded 2009
πΈ Finance
π³ Fintech
βοΈ SaaS
π° Private Equity Round on 2022-06
November 12, 2024
Join CAIS as a specialist in alternative investments for financial advisors.
πΊπΈ United States β Remote
π΅ $150k - $200k / year
π° Private Equity Round on 2022-06
β° Full Time
π‘ Mid-level
π Senior
πͺ Product Specialist
October 31, 2024
Pioneer in alternative investments seeking Structured Notes specialist for sales team.
πΊπΈ United States β Remote
π΅ $150k - $170k / year
π° Private Equity Round on 2022-06
β° Full Time
π‘ Mid-level
π Senior
πͺ Product Specialist