CAIS

CAIS is a fintech company that specializes in democratizing access to alternative investments for independent financial advisors. Founded in 2009, CAIS has built a platform that connects advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. Their platform simplifies the investment process by streamlining the end-to-end transaction, integrating reporting with major custodians, and offering educational resources through CAIS IQ.

CAIS continues to expand its network of asset managers and bank issuers, offering advisors a broad selection of alternative investment strategies, including private equity, private debt, real estate, infrastructure, hedge funds, and structured notes. They also provide a variety of customized solutions, including CAIS Solutions, a software-as-a-service offering, and CAIS Custom Funds, which helps advisors build their own branded custom fund structures. CAIS remains committed to its mission of transforming the world of alternative investing, making it more accessible and efficient for all stakeholders.

CAIS offers a hybrid work environment, allowing employees to balance their work and personal lives. This flexibility allows employees to work remotely, with the option to collaborate in person at their New York City, Austin, Texas, or London offices. While specific details about the hybrid work policy are not available on the website, the company emphasizes its commitment to providing a flexible and welcoming work environment that supports professional growth.

CAIS offers a comprehensive benefits package designed to support employee well-being and professional growth. This includes highly subsidized healthcare plans, a coverage waiver allowance, voluntary benefits like pet insurance and legal services, paid parental leave, flexible PTO, 401(k) matching, free food, and team events. These benefits aim to create a welcoming and supportive workplace, encouraging employees to prioritize their personal and professional development.

CAIS is a fintech company that aims to democratize access to alternative investments for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers. They provide access, education, and operational efficiency for advisors to transact at scale and capture more wallet share, while also helping asset managers build their distribution network, capture new business, and cultivate relationships with independent financial advisors.

CAIS promotes a culture of innovation, collaboration, and inclusion. They invest in their employees' professional growth, offering opportunities for learning and development, mentorship, and transparent communication. They encourage a welcoming environment where individuals feel respected, valued, and empowered to be their authentic selves. CAIS embraces diversity, equity, and inclusion (DEI) through its initiatives like "Together @ CAIS" and "CAIS in Common," which foster dialogue, celebrate achievements, and promote greater access and opportunity for all.

CAIS promotes diversity, equity, and inclusion (DEI) through its dedicated working group, Together @ CAIS, and its leadership team. The company strives to foster a more inclusive culture both within CAIS and across the broader financial services and technology industries. Its CAIS in Common (CIC) initiative showcases its commitment to empowering marginalized groups in finance and technology by hosting a virtual speaker series to encourage greater access, education, and opportunity for all. The CIC also encourages employee engagement to strengthen the culture both internally and externally, with its quarterly Women in Wealth Webinar Series celebrating women's contributions to society and achievements in wealth management to encourage greater representation of women in the industry.