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60
Followers on Owler
CAIS
is a New York-based fintech platform that offers wealth and investment management solutions for financial advisors...
Read more
Overview
Competitors
Funding
News & Insights
CAIS
is a New York-based fintech platform that offers wealth and investment management solutions for financial advisors...
Read more
Founder & CEO
Matthew C. Brown
CEO Approval Rating
65/100
Weigh In
2009
New York
New York
New York Metropolitan Area
Private
Banking, Financial Services and Insurance
Fintech Software
6199
NAICS listing
http://caisgroup.com/
Est. Annual Revenue
$5.0-25M
Agree?
Yes
No
Est. Employees
100-250
Agree?
Yes
No
Funding
$444.3M
News
Key Events
Latest News
Partnership
Dec 05, 2025
ABF Journal
Sound Point Partners with CAIS to Broaden Access to Private Credit Solutions for Wealth Channel
AI
Oct 23, 2025
FinTech Global
CAIS launches AI tool to simplify alternative investing
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