CAIS Company Profile, Contacts & Intelligence

Financial Services527 Madison Ave575 employeesFounded 2009
3 contacts with email or phone data3 with email data3 with phone data
View verified contacts Compare competitors
Employees
575
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
6
Mapped contact coverage

CAIS Overview

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 50,000 financial advisors who oversee approximately $6.5 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

Headquarters
527 Madison Ave
Website
caisgroup.com
Industry
Financial Services
Founded
2009
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Alternatives Investments Capital Markets Structured Solutions Financial Technology Outsourced Service Provider Wealth Management Focus

CAIS Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 3 with phone data in the visible sample.
6 departments represented
Visible contacts with email or phone data are mapped to these departments.
15 company-domain emails
Visible contacts using CAIS's company email domain.
Executive
8
IT
6
General
4
Finance
1
Marketing
1
Operations
1

CAIS People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

E
Ellen Levy
Investor, Advisor, Board Member
A
Ambika Sukla
AI @Cais
EP
M
Michael Bidun
Strategic Data Governance & Technology
EP
J
John M. Boccio
EP

CAIS Workforce Composition

Seniority breakdown across 34 visible profiles.

Executive
12
Individual contributor
10
Senior / Lead
4
Manager
3
Director
2
Associate / junior
2
VP / Head
1

CAIS Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
5
Data / AI
3
Product / design
2
Cloud / infrastructure
1

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