CAIS
| Private | |
| ISIN | 🆔 |
| Founded 📆 | 2009 |
| Founder 👔 | Matt Brown |
| Headquarters 🏙️ | New York, New York |
Area served 🗺️ | |
Key people | Matt Brown, Chief Executive Officer |
| Members | |
Number of employees | |
| 🌐 Website | https://www.caisgroup.com/ |
| 📇 Address | |
| 📞 telephone | |
CAIS is a private company headquartered in New York City. CAIS stands for "Capital Integration System." The company focuses on providing access to and education about alternative investments for financial advisors. As of 2020, it has facilitated more than $10 billion in investment transactions.[1]
CAIS was founded by Matt Brown in 2009.[2] In 2019, CAIS received venture capital investments to support expansion and introduced an artificial intelligence system called CAIS IQ, which adjusts its educational content based on the user's test performance.[1][3] In November 2020, Eldridge invested $50 million in CAIS.[4]
CAIS provides access, education, and research but generally does not offer its own investment products. Its services are accessible through investment firms like Charles Schwab Corporation that have set up integrations with CAIS.[5]
References
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