CAIS Stock
CAIS is an independent exchange platform for in-demand financial products, servicing the global wealth management industry.
Sign up today and learn more about CAIS Stock
Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.
About CAIS Stock
CAIS levels the playing field by providing all wealth management professionals with unmatched access, oversight and execution. We are committed to reducing barriers through technology by centralizing and streamlining all aspects of the investment process.
Funding History
| February 2011 | $4.0M |
|---|---|
| April 2012 | $0 |
| October 2013 | $4.0M |
| July 2015 | $4.0M |
Management
Head of Alternative Investments
Brad Walker
Managing Director | Chief Technology Officer
Frederick B. Kauber
Managing Director & CTO | Head of Marketing and Technology
Frederick B. Kauber
Co-Founder & CEO
Matt Brown
Press
morningstar - Mar, 7 2024
Orion and CAIS Join Forces to Expand Alts Access for Advisorsprnewswire - Dec, 20 2023
Prospera Financial Services Launches Enhanced Tech Stack With CAIS, SS&C Black Diamond and Envestnet Retirement Solutionsbusinesswire - Dec, 9 2023
CAIS-Mercer Survey Finds Advisor Demand Accelerating for Alternative Investmentsglobalfintechseries - Sep, 7 2023
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAISpreqin - Apr, 2 2023
Three key trends in alternative investments for 2023EquityZen Recognized As:
