Cais

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Quick try with Alex Cavalieri from caisgroup.com
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Cais company description

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 providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately$8.5 trillionin end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices inLondon;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 bySPi, Best Alternative Investments Solution byFinovate, and many others. For more information about CAIS, please visitwww.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

Key Employees

  • Alex Cavalieri
    Managing Director, Chief Marketing Officer
  • Matt Brown
    Founder | CEO
  • Jemima Abu
    Senior Associate, Product Engineer

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of Cais

Michael Bidun
Director End-User AI Enablement and Education at CAIS | AI Governance Chair
Veena Ramachandran
Software Engineering Intern
Oliver Andrews
Portfolio Management Intern
Josh Kotecha
Analyst
Danielle Rothman
Platform Solutions & Operations Intern
Lauren White
Associate
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