CAIS revenue hit $63.6M in 2024

CAIS generates revenue from customers

CAIS

New York, New York, United States

About Company RevenueTeamFounder/CEOCEO Net Worth

How CAIS hit $63.6M revenue with a 414 person team in 2023.

CAIS is the premier alternative investment platform designed for financial advisors seeking enhanced access to and understanding of alternative investment funds and products. It offers financial advisors a wide range of alternative investment strategies, such as hedge funds, private equity, private credit, real estate, and structured notes, enabling them to seize opportunities and navigate fluctuating markets. In addition, CAIS features an exceptional learning platform called CAIS IQ, which aids advisors in accelerating learning, increasing retention, and enhancing client outcomes. All funds available on CAIS undergo rigorous due diligence and continuous monitoring by Mercer. Advisors can access Mercer's diligence reports and fund ratings through the secure CAIS platform. With digital subscriptions and seamless integration with Fidelity, Schwab, and Pershing for reporting, CAIS simplifies the entire investment process for alternative investments. Established in 2009, CAIS is a prominent fintech company empowering wealth management professionals by democratizing access to alternative investments. Securities are offered through CAIS Capital LLC, a member of FINRA and SIPC. For further details about CAIS, please visit www.caisgroup.com or contact [email protected].

Founded

2009

Founded

Revenue

$63.6M

2023 Revenue

YOY

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YOY

Funding

$406M

Funding

CAIS Revenue

In 2023, CAIS revenue run rate hit $63.6M in revenue.

  • 2023

    CAIS hit $63.6M in revenue in 2023

  • 2009

    CAIS launched in 2009 with $0 revenue

CAIS Funding History


No funding has been reported for CAIS yet.

Team

CAIS has 414 total employees.

DISTRIBUTION QTY
Total team size 414

Founder / CEO

Matt Brown

Q&A

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Customers

Churn

CAIS Executives

Name Position Working Email Personal Email
Matt Brown CEO - -

CAIS Employees

Name Position Working Email Personal Email
Matt Brown CEO - -

Frequently Asked Questions about CAIS

  • When was CAIS founded?

    CAIS was founded in 2009.

  • How much revenue does CAIS generate?

    CAIS generates $63.6M in revenue.

  • Who is the CEO of CAIS

    The CEO of CAIS is Matt Brown.

  • How much funding does CAIS have?

    CAIS raised $406M.

  • How many employees does CAIS have?

    CAIS has 414 employees.

  • Where is CAIS headquarters?

    CAIS is headquartered at New York, New York, United States

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