Side-by-Side Comparison
| Metric | CAIS | Evooq |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2018 |
| Headquarters | ||
| Headquarters | New York, United States | Lausanne, Switzerland |
| Employees | ||
| Employees | 544 larger | 132 |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Corporate Round |
| Total Funding | ||
| Total Funding | $395.00M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 7 | 1 |
| Services | ||
| Services | Turnkey alternative investment platform, Structured note solutions, Connecting financial advisors to asset managers, Customized investment solutions | Personalized Investment Services, Scalable Wealth Platforms, Risk Analysis and Management, Structured Products Management, Automation of Financial Tasks, Regulatory Compliance Solutions |
| Target Customers | ||
| Target Customers | Financial Advisors, Home Offices, Asset Managers, Independent Wealth Managers | Private Banks, Independent Asset Managers, Wealth Managers, Financial Advisors, Relationship Managers (RMs) |
| Taxonomy | ||
| Taxonomy | Alternative InvestmentsWealth ManagementFinancial AdvisorsCapital MarketsInvestment PlatformHedge Funds +8 | Personalized InvestmentsInvestment AdvisoryWealth ManagementTechnology-Driven SolutionsInvestment Process SimplificationDigitalization +6 |
| Website | ||
| Website | caisgroup.com | evooq.ch |
About CAIS
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...
About Evooq
Evooq, founded in 2018, has carved out a promising niche within the Financial Services industry. It is headquartered in Switzerland and is recognized for its dedication to providing "Personalized investments at scale." Evooq's value proposition lies in its integrated suite of platforms that enhance...
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Compiled from the BounceWatch company index. We last looked at CAIS on 30 Oct 2026, and Evooq on 11 Sep 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
