CAIS Revenue and Competitors

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Location

#533

Growjo Ranking

Fintech

Industry

Estimated Revenue & Valuation

  • CAIS's estimated annual revenue is currently $33.7M per year.(i)
  • CAIS's estimated revenue per employee is $147,354
  • CAIS's total funding is $306M.
  • CAIS's current valuation is $1B. (January 2022}

Employee Data

  • CAIS has 229 Employees.(i)
  • CAIS grew their employee count by 55% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
N/A30N/AN/AN/A
#2
$2.8M28N/AN/AN/A

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, making investing in alternatives simple. Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC. For more information about CAIS visit www.caisgroup.com or email Info@caisgroup.com

keywords:Financial Services, Technology, Finance Technology

$306M

Total Funding

229

Number of Employees

$33.7M

Revenue (est)

55%

Employee Growth %

$1B

Valuation

N/A

Accelerator

CAIS News

2022-04-17 - CAIS Announces Inaugural Alternative Investment Summit for ...

“With the increasing demand and rising allocations to alternative investments, CAIS continues to invest in the technology that enables financial...

2022-04-06 - CAIS Snags $1.1 Billion Valuation With Reverence Investment

Founded in 2009, CAIS provides a platform that connects advisors with alternative investments. The start-up offers a selection of 70 different...

2022-04-06 - Matt Brown banks $100 million for CAIS but gives up 10% stake as ...

As iCapital presses its advantage and Joe Lonsdale threatens to enter the market, the CAIS CEO is bootstrapping nothing as the alts market...

2020-11-20 - Cais Raises $50M in Series B Equity Funding

Cais, a NYC-based alternative investment platform, raised $50M in Series B equity funding. Eldridge made the investment, which is subject and pending to FINRA approval, and Todd Boehly, Co-founder and CEO of Eldridge, joined the CAIS Board of Directors. The company intends to use the funds to ...

2020-11-20 - Cais Raises $50M in Series B Equity Funding

Cais, a NYC-based alternative investment platform, raised $50M in Series B equity funding. Eldridge made the investment, which is subject and pending to FINRA approval, and Todd Boehly, Co-founder and CEO of Eldridge, joined the CAIS Board of Directors. The company intends to use the funds to ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$66.5M22916%$36M
#2
$57.4M2291%N/A
#3
$36.5M2298%N/A
#4
$50.5M2290%$23M
#5
$55.9M2293%$165M