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    CAIS

    At a Glance

    201-500

    Overview

    CAIS is a technology-driven financial services firm dedicated to democratizing access to alternative investments for independent financial advisors. By providing a platform that connects advisors with a diverse range of investment strategies—such as private equity, real estate, hedge funds, and structured notes—CAIS empowers over 34,000 advisors who manage more than $4.5 trillion in client assets. The firm's mission centers on enhancing the investment process through a combination of advanced technology and personalized client service, creating superior operational efficiency across pre-trade, trade, and post-trade experiences. With a commitment to fostering a collaborative and inclusive workplace culture, CAIS values the authentic contributions of its employees and strives to create an environment where innovation can thrive.

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