Companies CAIS

CAIS

New York, New York, USA

Total Offices: 3

341 Total Employees

Year Founded: 2009

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Fintech

Software

Financial Services

CAIS is the leading alternative investment platform for independent financial advisors.

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 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 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

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.

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CAIS

Alternative Investments Product Specialist - All Locations

Remote or Hybrid

United States

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CAIS Offices

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week

HQNew York, New York, USA

Austin, Texas, USA

Red Bank, New Jersey, USA

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What the Team is Saying

CAIS is a wonderful place to grow one’s career while surrounded by some of the best people in the industry. I am constantly engaged with interesting projects, and it is always a pleasure to collaborate across teams to reach extraordinary achievements

Sanjam, Senior Vice President, Legal & Compliance

Leaders at CAIS are forward-looking, but also take the time to reflect on how the business has evolved in order to make more educated, thoughtful, and strategic decisions. The opportunity to work alongside them and learn is unbeatable.

Mark, Senior Vice President, Office of CEO

What I enjoy most about CAIS is the welcoming culture. As an African Brazilian immigrant, I’ve felt pressure in some spaces to conform in order to fit in. Not here. At CAIS, I feel valued for who I am – and that represents a truly inclusive culture.

Elisandra, Associate, CAIS IQ

There’s a niche for everyone, and if one doesn’t exist, you can make your own. I started a water themed group, Hydro Homies, and it has gotten great support – we already have 65 members! Between the custom water bottle stickers and engaging slack channel with trivia and memes, it's become a great way for people to connect in and out of the office.

Adam, Senior Associate, Data

CAIS offers tremendous personal and professional development resources to employees. I’ve taken L&D courses through our learning platforms, learned new tools, and continuously felt supported by my peers across the firm. The team creates a safe and welcoming environment where all are encouraged to ask questions, learn, and share feedback.