CAIS Competitors, Revenue, Alternatives and Pricing

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Estimated Revenue & Financials

  • CAIS's estimated annual revenue is currently $36.3M per year.(?)
  • CAIS's estimated revenue per employee is $210,000

Employee Data

  • CAIS has 173 Employees.(?)
  • CAIS grew their employee count by 27% last year.
  • CAIS currently has 1 job openings.

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.\n\nCAIS 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.\n\nAll 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.\n\nFounded 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.\n\nFor more information about CAIS visit or email

keywords:Financial Services, Technology, Finance Technology