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New York, NY, USA


201-1000 employees

founded in


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.

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