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CAIS Stock (CAIS)
CAIS is an independent exchange platform for in-demand financial products, servicing the global wealth management industry.
About CAIS Stock
Founded
2009
Headquarters
New York, NY, US
Total Funding
12.0M
Industries
Financial Services, Lending and Investments, Real Estate
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.
CAIS Press Mentions
Stay in the know about the latest news on CAIS
Edward Jones: Offerings Expanded For HNW Clients
pulse2 • May 05, 2025
Edward Jones Expands Offerings for High Net Worth Clients With Alternative Investments and Advanced Financial Planning Services
prnewswire • Apr 29, 2025
CAIS Names Tim Shannon and Brad Walker as Co-Presidents
businesswire • Feb 26, 2025
J.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives
fintechfutures • Dec 17, 2024
CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives
fintechfutures • Dec 05, 2024
CAIS Management
Leadership team at CAIS
Head of Alternative Investments
Brad Walker
Managing Director | Chief Technology Officer
Frederick B. Kauber
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- CAIS Research Report from SACRA Research
Trading CAIS Stock
How to invest in CAIS stock?
Accredited investors can buy pre-IPO stock in companies like CAIS through EquityZen funds. These investments are made available by existing CAIS shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell CAIS stock?
Shareholders can sell their CAIS stock through EquityZen's private company marketplace. EquityZen's network includes over 360K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 46K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
