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.

Technology and Marketing

Our integrated technology and marketing team is focused on delivering impactful investment opportunities and experiences to independent financial advisors across all wealth management environments. The team is comprised of true industry experts and craftspeople that hail from the most demanding enterprise financial services and entrepreneurial Internet and fintech ventures.