Overview

CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel. The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009.

Sources

Funding

Core Team

• 

  Matt Brown

  Founder & CEO | 2009-03-01

• 

  Timothy Shannon

  President and CFO

• 

  Marc Premselaar

  Senior Managing Director | Structured Notes

• 

  Christopher Crawford

  Managing Director | 2020-01-01

• 

  Jeremy Norton

  Co-Founder | Asia Strategic Partner | 2009-03-01

• 

  Alex Cavalieri

  Director of Marketing Operations | 2022-09-01

• 

  Brendan Cuddihy

  Chief Operating Officer

• 

  Abby Salameh

  Chief Marketing Officer | 2021-11-01

• 

  George Davies

  Head of Data | 2021-11-01

• 

  Brad Walker

  Chief Client and Product Development Officer

Events

Opening

Jobs

Senior Platform Engineer

2024-08-21

New York, NY

Advisor Services Associate

2024-08-20

New York, NY

AP & Expense Accountant, Vice President

2024-08-20

New York, NY

DDQ, RFP, and Knowledge Management Coordinator

2024-08-17

New York, NY

Alternative Investments Internal Associate

2024-08-17

New York, NY

Senior Engineer in Data

2024-08-17

London, England, United Kingdom

Alternative Investments Product Specialist - West Coast

2024-08-17

San Francisco, CA

Enterprise Coverage Senior Vice President

2024-08-17

New York, NY

Alternative Investments Product Specialist - Southeast

2024-08-17

Atlanta Metropolitan Area

Tech Stack

• Domain Not Resolving

  hosting

• LetsEncrypt

  ssl

• CrUX Dataset

  widgets

• CrUX Top 50m

  widgets

• Facebook Sharer

  widgets

• Cloudflare Network Error Logging

  hosting

• ASP.NET

  framework

• IIS

  web_server

• Amazon CloudFront

  cdn

• ASP.NET 4.0

  framework

FAQ of CAIS

Coming soon