CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

New York, NY
Financial Services
51-200 employees
Founded 2009

Leveling access to Alternative Investments

Mission

We are transforming wealth management. Help us change the game.

CAIS is the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale. 

We set out on a mission to democratize access for financial advisors by breaking down the barriers that prevent them from connecting with the best alternative asset managers.

CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

Values

Be your authentic self.

Play to win.

Success is a team sport.

Find a way, then find a better way.

Overcommunicate.

Own it.

Diversity & Inclusion

Our people are our most valuable asset. 

CAIS is committed to a diverse, equitable and inclusive culture where we celebrate the unique contributions that come with diversity in thought, culture and life experience. We believe that an inclusive and supportive environment opens the door to new ideas that spark innovation. A diverse, creative and vibrant environment spawns genius.


CAIS In Common

In 2020, we launched CAIS In Common (CIC) to showcase CAIS’s commitment to empowering women in finance and technology by creating regular opportunities for employees at CAIS to plan company-wide events and lead philanthropic partnerships. CIC is designed to be inclusive and encourages all employees to engage and participate, adding to CAIS’s culture both within our walls and beyond.

Benefits

We are committed to investing in our people. 

CAIS offers a range of benefits programs that support the health related, financial and lifestyle needs of you and your family. Learn more about our comprehensive benefits program

Culture

Our team is filled with highly motivated self-starters who are always pushing the boundaries of innovation. 

"I’m inspired to bring my ‘whole self’ to work every day because it’s not just my work that’s valued, but also my unique contributions as an individual. We celebrate each other’s diverse backgrounds which collectively create the strong and creative fabric of CAIS."
Nusrat Ahmed
CAIS IQ
"Transparency and communication are top priorities. Regardless of tenure, everyone is encouraged to voice their opinions and ideas to strengthen and further grow the business model we know works."
Anthony Generette
Technology
"People here understand that success happens when we’re all in the same boat, rowing in the same direction."
Anita Munoz
People Experience

Opportunities at CAIS