CAIS

Finance & Insurance · Services

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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 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; 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 by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

Founded
2009
Company size
201-500
Headquarters
New York, US
Funding
Private Equity

Hiring activity

Open roles
4
Posted in the last 30 days
4
Most common roles
Product ManagerAccountantBusiness Development Representative

Updated 7h ago

What CAIS says about its culture

Achievement — work you can point at and feel proud ofwork you can point at and feel proud ofAchievementIndependence — room to make your own decisionsroom to make your own decisionsIndependenceRecognition — getting somewhere, and being recognized for itgetting somewhere, and being recognized for itRecognitionRelationships — colleagues you get on with, and work that helps peoplecolleagues you get on with, and work that helps peopleRelationshipsSupport — managers who back their people upmanagers who back their people upSupportWorking conditions — steady, well-run conditions you can rely onsteady, well-run conditions you can rely onWorkingconditions

What CAIS says it offers, drawn from its own website.

Check if you fit

Opens the career fit test.

Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.

  • Investing in people / professional growth

    “At CAIS, we are committed to investing in our people.”Source

  • Diversity, equity, and inclusion

    “we aim to encourage more diversity, equity, and inclusion (DEI) across the CAIS culture and the broader financial services and technology industries.”Source

  • Belonging and authenticity

    “we hire the absolute best talent—those who share our vision for creating a workplace where every person feels they truly belong, are respected, can make an impact, and are inspired.”Source

  • Democratizing access

    “Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.”Source

They say people do well here who…

  • Self-starters who push boundaries of innovation
  • Agents of change
  • Desire to make a tangible impact and passion for finance

Quoted from CAIS's own website. TeaKo does not verify these claims.

Latest openings

4 open roles at CAIS. Members see each one.