CAIS Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Private

  • Employees
  • 455

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Financing Rounds
  • 9

CAIS General Information

Description

Developer of a financial technology platform intended to connect independent financial advisors with alternative investments. The company's platform offers a broad selection of alternative investment strategies including hedge funds, private equity, private credit, real estate, and structured notes, thereby enabling its clients to capitalize on opportunities, withstand ever-changing markets, and improve outcomes significantly.

Contact Information

Website
www.caisgroup.com
Formerly Known As
Capital Integration Systems
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 527 Madison Avenue
  • 2nd Floor
  • New York, NY 10022
  • United States
+1 (212) 000-0000
Primary Industry
Financial Software
Vertical(s)
FinTech
Corporate Office
  • 527 Madison Avenue
  • 2nd Floor
  • New York, NY 10022
  • United States
+1 (212) 000-0000

CAIS Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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CAIS Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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CAIS Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial technology platform intended to connect independent financial advisors with alternative investm
Financial Software
New York, NY
455 As of 2024
00000
00000000000 00000

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000000000 00000000
Zurich, Switzerland
00 As of 0000
000.00
000.00 0000-00-00
00000000000 000.00

00 000

t aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in vol
000000000 00000000
Helsinki, Finland
00 As of 0000
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CAIS Competitors (14)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Stableton Venture Capital-Backed Zurich, Switzerland 00 000.00 00000000000 000.00
FA Solutions Corporation Helsinki, Finland 00
YieldStreet Venture Capital-Backed New York, NY 000 00000 0000000000 0 00000
Delio Venture Capital-Backed Cardiff, United Kingdom 00 000.00 00000000000 000.00
CoInvestor Venture Capital-Backed Canterbury, United Kingdom 00 00.000 0000000000 0 00.000
You’re viewing 5 of 14 competitors. Get the full list »

CAIS Executive Team (54)

Name Title Board Seat
Matthew Brown Co-Founder, Chairman & Chief Executive Officer
Timothy Shannon President
Josette Leslie Chief Financial Officer
Brendan Cuddihy Chief Operating Officer
Shane Williams Chief Product and Technology Officer
You’re viewing 5 of 54 executive team members. Get the full list »

CAIS Board Members (15)

Name Representing Role Since
000000 000000 Apollo Global Management Board Member 000 0000
000000 000000000 Self Board Member 000 0000
000000 0000000 Motive Partners Board Member 000 0000
000000 000000 Reverence Capital Partners Board Observer 000 0000
00000 0000 00.0 Self Board Observer 000 0000
You’re viewing 5 of 15 board members. Get the full list »

CAIS Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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CAIS Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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CAIS FAQs

  • When was CAIS founded?

    CAIS was founded in 2009.

  • Who is the founder of CAIS?

    Matthew Brown, Rafay Farooqui, and Jeremy Norton are the founders of CAIS.

  • Who is the CEO of CAIS?

    Matthew Brown is the CEO of CAIS.

  • Where is CAIS headquartered?

    CAIS is headquartered in New York, NY.

  • What is the size of CAIS?

    CAIS has 455 total employees.

  • What industry is CAIS in?

    CAIS’s primary industry is Financial Software.

  • Is CAIS a private or public company?

    CAIS is a Private company.

  • What is CAIS’s current revenue?

    The current revenue for CAIS is 00000.

  • How much funding has CAIS raised over time?

    CAIS has raised $421M.

  • Who are CAIS’s investors?

    Apollo Global Management, Franklin Templeton, Hamilton Lane, Motive Partners, and Reverence Capital Partners are 5 of 19 investors who have invested in CAIS.

  • Who are CAIS’s competitors?

    Stableton, FA Solutions, YieldStreet, Delio, and CoInvestor are some of the 14 competitors of CAIS.

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