We Thrive Where Finance and Technology Meet Innovation

It takes a uniquely talented team to deliver a fintech platform that levels the playing field for independent wealth managers and financial advisors. CAIS has cultivated subject matter experts across alternative investments, capital markets, technology, marketing and operations to deliver an unparalleled investment experience. We are proud to introduce our team and encourage you to contact any member that can be of assistance.

Business Operations

Our Business Operations team ensures that all CAIS clients, partners and stakeholders have a streamlined and efficient experience across all facets of their business interactions with CAIS. The team is comprised of deeply skilled professionals whose talents span business development, finance, and fund operations.