CAIS - Crunchbase Company Profile & Funding

Q: Where is CAIS's headquarters?

CAIS is located in New York, New York, United States.

Q: Who invested in CAIS?

CAIS has 7 investors including Hamilton Lane And Reverence Capital Partners.

Q: When was the last funding round for CAIS?

CAIS closed its last funding round on obfuscated from a Private Equity round.

Overview

CAIS

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+4 more milestones

See more interactive data and historical milestones on desktop for the best experience

About CAIS

CB Rank

2157

CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.

Founded

obfuscation

Private

Private Equity

New York, New York, United States

251-500

caisgroup.com

Finance

Financial Services

FinTech

Hedge Funds

Real Estate Investment

Funding Rounds

Private Equity

OBF

obfuscation

Private Equity

OBF

obfuscation

Private Equity

OBF

obfuscation

Key People

Matthew Brown: Founder, Chairman, & Chief Executive Officer
Past Role: Brownstone Advisors, Founder and Managing Principal
Marc Premselaar: Senior Managing Director and Structured Investments

Details

Legal Name

Capital Integration Systems LLC

Operating Status

Active

Company Type

For Profit

Founders

Jeremy Norton, Matthew Brown, Rafay Farooqui

About the Company

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.

Phone Number

(855) 844-2247

Contact Email

info@caisgroup.com

Hub Tags

Unicorn

Predictions & Insights

Growth Insight

See this Growth Insight

CAIS is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

CAIS Platform

A digital platform connecting independent financial advisors with alternative asset managers to facilitate access and transactions in alternative investments and structured notes.

CAIS Marketplace

A turnkey marketplace offering financial advisors access to a variety of alternative investment products, structured notes, educational materials, and due diligence reports.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity
obfuscated obfuscation	Private Equity Round - CAIS	1	obfuscated obfuscation	Hamilton Lane	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Hamilton Lane	Yes	Private Equity Round - CAIS	Erik Hirsch
Hamilton Lane	Yes	Private Equity Round - CAIS	Erik Hirsch
Hamilton Lane	Yes	Private Equity Round - CAIS	Erik Hirsch
Hamilton Lane	Yes	Private Equity Round - CAIS	Erik Hirsch
Hamilton Lane	Yes	Private Equity Round - CAIS	Erik Hirsch