CAIS
Financial Services
527 Madison Ave
575 employees
- Employees
- 575
- Contacts
- 3
- Emails
- 3
- Phones
- 3
CAIS Overview
- Headquarters
- 527 Madison Ave
- Phone Number
- Available in AeroLeads
- Website
- caisgroup.com
- Industry
- Financial Services
- Employees
- 575
- Founded
- 2009
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About CAIS
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
CAIS Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
CAIS Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ellen Levy | Investor, Advisor, Board Member | Menlo Park, California, United States |
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|
| Ambika Sukla | AI @Cais | New York City Metropolitan Area, United States |
Email
Phone
|
| Michael Bidun | Strategic Data Governance & Technology | Atlanta, Georgia, United States |
Email
Phone
|
| John M. Boccio | New York, United States |
Email
Phone
|
Employees by Management Level
Executive
12 profiles
Individual contributor
10 profiles
Senior / Lead
4 profiles
Manager
3 profiles
Director
2 profiles
Associate / junior
2 profiles
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 8 | 8 | 4 |
| IT | 6 | 6 | 4 |
| General | 4 | 4 | 2 |
| Finance | 1 | 1 | 1 |
| Marketing | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
CAIS Tech Stack
Engineering
5 profiles
Data / AI
3 profiles
Product / design
2 profiles
Cloud / infrastructure
1 profile
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