CAIS Group
Overview
Founded in 2009, CAIS Group is a fintech leader transforming the world of alternative investing. The company provides independent financial advisors with access, education, and operational efficiency to transact at scale and capture more wallet share. For asset managers, CAIS helps build their distribution network, capture new business, and cultivate relationships with independent financial advisors. CAIS offers platforms that give financial access to investment strategies in alternative investments, partnering with wealth advisers such as Fidelity Investments, Hightower Advisors, Focus Financial Partners, and William Blair & Company. The company has worked with hedge funds to offer their products through its platform. In April 2022, CAIS reached unicorn status with a valuation of $1.1 billion. In June 2024, it was reported that CAIS was cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets, aiming to set a new industry standard that lowers fees and makes them more transparent, as part of an effort to 'truly democratize alternative investments.'
Investment Focus
- Accredited Investors
- Institutional Investors
- Financial Advisors
- High Net-Worth Individuals
- Family Offices
- Pension Funds
- Endowments
- Sovereign Wealth Funds
- Fund of Funds
- Hedge Funds
- Private Equity Firms
- Venture Capital Firms
- Real Estate Investment Trusts (REITs)
- Insurance Companies
- Banks
- Trust Companies
- Government Entities
- Non-Profit Organizations
- Foundations
- Corporate Investors
Portfolio Companies
Reach CAIS Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about CAIS Group
What sectors does CAIS Group invest in?
CAIS Group invests in Financial Services, Asset Management, Wealth Management, Investment Management, Private Equity and FinTech, and is based in New York, New York, United States. CAIS Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does CAIS Group invest at?
CAIS Group backs companies at Growth, Buyout and Distressed, writing cheques of 100K - 1B.
Which regions does CAIS Group invest in?
CAIS Group invests across United States and United Kingdom.
What companies has CAIS Group invested in?
CAIS Group's portfolio includes Apollo Global Management, Paulson & Co., Third Point, Goldman Sachs' Commodity Opportunities Fund, Franklin Templeton Investments and Eldridge Industries.
How do I contact CAIS Group?
CAIS Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
