CAIS
Curated by SignalPortfolio management platform connecting financial advisors with alternative asset managers.
About
CAIS operates a portfolio management platform aimed at wealth managers, with a focus on improving access to alternative asset managers. The platform utilizes technology such as artificial intelligence and machine learning to assist financial advisors in developing investment strategies that align with individual client profiles. It offers real-time analytics for asset allocation and performance metrics, which support compliance and dynamic rebalancing. CAIS targets financial advisors and asset managers, addressing issues related to limited access and efficiency in the alternative investment market. The online platform facilitates relationships within the wealth management ecosystem and aims to streamline transactions in the context of alternative investing.
Key facts
- Founded
- 2009
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
20 rolesFund Management, Analyst
New York, NY · On-site · Volunteer
Partner Experience (Analyst – Associate)
New York, NY · On-site · Volunteer
IT Support Associate
New York, NY · On-site · Volunteer
