New York, United States
CAIS, branded as Your One Alts Platform, is an innovative leader in the alternative investment space, offering comprehensive lifecycle management for alternative investments to independent financial advisors. Its platform enhances the efficiency and scalability of financial advisors and alternative asset managers by providing a single operating system for pre-trade, trade, and post-trade processes.
Serving over 2,000 wealth management firms and more than 62,000 financial advisors, CAIS manages approximately $7 trillion in end-client assets. Founded in 2009 and headquartered in the United States, with additional offices in London, Austin, and Red Bank, CAIS has been lauded with multiple industry awards for its advancements in finance and fintech.
Its last significant funding came from a Private Equity Round on June 28, 2022, with investment by Hamilton Lane. This backing underscores the company’s robust value proposition and scalability potential within the burgeoning fintech sector.
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iCapital
