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CAIS

CAIS Email Formats

Financial ServicesFlag of USManhattan, New York, United States501-1000 Employees

CAIS Email Formats

CAIS uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@caisgroup.com), used 64% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@caisgroup.com
64%
{first name}{last name}
johndoe@caisgroup.com
28%
{last name}{last name}
doedoe@caisgroup.com
5.9%

Key Contacts at CAIS

Flag of US

Morgan Eifler

Head of Product Development and Distribution

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Ben Zimmerman

Head of Product - Data

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Alex Cavalieri

Managing Director, Chief Marketing Officer

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Ram Alagianambi

VP of Products; Head of Product - Core, Data, and AI

Company overview

Headquarters527 Madison Ave, 2nd Floor, New York, New York 10022, US
Phone number+12123009350
Website
NAICS52
SIC679
Keywords
Alternatives Investments, Capital Markets, Financial Technology, Structured Solutions, Outsourced Service Provider, Wealth Management Focus
Founded2009
Employees501-1000
Socials

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital markets strategies providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year byWealth Solutions Report, WealthTech100 List byFintech Global, Great Places to Work byFortune, Best RIA Platform by SPi, Best Alternative Investments Solution byFinovate, and many others. For more information about CAIS, please visitwww.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

Employees by Management Level

Total employees: 501-1000

Seniority

Employees

Entry
Vice President
Senior

Employees by Department

CAIS has 233 employees across 18 departments.

Departments

Number of employees

Funding Data

Explore CAIS's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-07-2811N/A

Funding Insights

1

Number of funding rounds

CAIS Tech Stack

Discover the technologies and tools that power CAIS's digital infrastructure, from frameworks to analytics platforms.

Segment

Segment

Customer data platform

Contentful

Contentful

CMS

PWA

PWA

Miscellaneous

Cloudinary

Cloudinary

CDN

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Apple iCloud Mail

Apple iCloud Mail

Webmail

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Salesforce

Salesforce

CRM

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

CAIS is located in Manhattan, New York, US.
You can reach CAIS at +12123009350.
CAIS was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
CAIS has approximately 501-1000 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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