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CAIS is the leading alternative investment platform for independent financial advisors, powering the pre-trade, trade, and post-trade lifecycle of alternative investments and capital markets strategies through a single operating system that connects wealth management firms with alternative asset managers.
JRAGPMNPGASSRGAH
2009201-1000 emp
New York, New York
Financial Services
NAICS 52
TECH STACK
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CAIS campaignconsultative3000 target
Companies like CAIS — Financial Services, 201-1000
“Scale alternative investments and structured notes with one platform that covers the pre-trade, trade, and post-trade lifecycle.”
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Companies 32
Decision-makers 30
Emails 20
Signals 0

Companies like CAIS — competitors and alternatives

CompanyWhat they doLocationSizeHiring
SHWSKO
CAIS is the leading alternative investment platform for independent financial advisors, powering the pre-trade, trade, and post-trNew York, New York201-1000
SRJOCW
AAM is a SEC-registered investment advisor firm founded in 1979 that provides advisor-centric financial services, offering access Monument, Colorado201-1000
AIX Platformaixplatform.com
AIX Platform is a digital platform that electronically transmits transaction data among broker-dealer, custodian, fund sponsor andPhiladelphia, Pennsylvania11-50
Aditum Alternativesaditumalts.com
Aditum Alternatives is a Carlsbad, California-based financial services firm that expands private and individual investor access toCarlsbad, California1-10
Blockchainblockchain.com
OAPAJM
blockchain.com is a system-status and status-monitoring page for the blockchain.com platform, reporting that the site is fully ope
Yieldstreetyieldstreet.com
TSSFMR
Yieldstreet (now rebranded to Willow Wealth) is a financial services company founded in 2015 and headquartered in New York, New YoNew York, New York51-200
Icapitalnetworkicapitalnetwork.com
Fundrisefundrise.com
LBASTH
Fundrise is America's largest direct-to-consumer private markets manager, a technology platform that bridges regulatory barriers sWashington, District Of Columbia201-1000
AltExchangealtexchange.com
AltExchange (now part of iCapital) is an alternative investment reporting and management platform that uses AI-driven technology tEdwards, Colorado1-10
Trowepricetroweprice.com
CKAEBP
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Blackstoneblackstone.com
BPIGJH
Blackstone is the world's largest alternative asset manager, with more than $1.3 trillion in assets under management as of March 3New York, New York5000+
HCCHSH
Citi is a global banking and financial services company offering credit cards, personal banking, mortgages, personal loans, and co
Fidelityfidelity.com
AFEHMS
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Vanguardvanguard.com
FSJRJR
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
eVestmentevestment.com
eVestment provides the institutional investment community with a database and cloud-based analytics software for investment manageAtlanta, Georgia51-200
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerinDetroit, Michigan5000+
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
DiversyFunddiversyfund.com
DiversyFund is an institutional multifamily real estate investment platform operating since 2016, with $300M+ acquired across 20+ San Diego, California1-10
Patch of Landpatchofland.com
Patch of Land is a real estate crowdfunding platform that connects borrowers and investors through an online interface, founded inSherman Oaks, California1-10
Streitwisestreitwise.com
Streitwise is a non-traded real estate investment company that enables investors to own commercial real estate through an equity RLos Angeles, California1-10
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
RealtyMogulrealtymogul.com
RealtyMogul is an online marketplace for real estate investing that connects members with private real estate opportunities — inclLos Angeles, California11-50
Robinhoodrobinhood.com
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
RichUnclesrichuncles.com
RichUncles.com is a real estate investment platform that lets individuals invest in commercial real estate through ownership in a Newport Beach, California11-50
BlackRockblackrock.com
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
Crowd Streetcrowdstreet.com
Crowd Street is a platform for direct-access private market investing that connects individual investors to a curated marketplace New York, New York51-200
RealCrowdrealcrowd.com
RealCrowd builds relationships with commercial real estate companies and invests directly in their investment opportunities, operaLake Oswego, Oregon11-50
Invesco is a global asset management firm with 8,300 employees and operations in more than 120 countries, managing assets across nAtlanta, Georgia5000+
Groundfloorgroundfloor.us
Groundfloor is a private real estate lending marketplace open to non-accredited investors, connecting individual investors with shAthens, Georgia1-10
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CAIS is the leading alternative investment platform for independent financial advisors, powering the pre-trade, trade, and post-trade lifecycle of alternative investments and capit
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Frequently asked questions about CAIS

What does CAIS do?

CAIS is the leading alternative investment platform for independent financial advisors, powering the pre-trade, trade, and post-trade lifecycle of alternative investments and capital markets strategies through a single operating system that connects wealth management firms with alternative asset managers.

Who are CAIS's competitors?

Companies like CAIS include Aamlive, AIX Platform, Aditum Alternatives, Blockchain, Yieldstreet. See the full list of 24 competitors and alternatives above.

How many employees does CAIS have?

CAIS has approximately 201-1000 employees and is in the Financial Services industry.

Where is CAIS headquartered?

CAIS is headquartered in New York, New York.

What industry is CAIS in?

CAIS operates in the Financial Services industry.

Who are the decision-makers at CAIS?

Key decision-makers and buying contacts at CAIS are listed above, including leaders across executive, finance, sales and operations.