CAIS Group
| |||
| Private | |||
| Founded | 2009 | ||
| Founder | Matt Brown | ||
| Headquarters | New York, New York | ||
Key people | Matt Brown, Chief Executive Officer | ||
| Website | https://www.caisgroup.com/ | ||
CAIS is a private company headquartered in New York City. CAIS stands for "Capital Integration System."[1] It is a financial technology company that provides access to and education about alternative investments for financial advisors.[2][3][4] As of 2020, it has facilitated more than $10 billion in investment transactions.[5] CAIS was founded by Matt Brown in 2009.[1] It received a round of venture capital investments to support expansion in 2019.[5] That same year, it introduced an artificial intelligence system called CAIS IQ, which adjusts its educational content based on the user's test performance.[6] In November 2020, Eldridge invested $50 million in CAIS.[7] CAIS provides access, education, and research, but generally doesn't offer any of its own investment products.[1] However, its services are accessible through investment firms like Charles Schwab Corporation that have setup integrations with CAIS.[8]
References
- ↑ 1.0 1.1 1.2 Byrnes, Tracy (January 28, 2016). "How a Bold Idea and a Knack for Communicating Helped One Financial Services Entrepreneur". Entrepreneur. Retrieved October 9, 2020.
- ↑ O'Mara, Kelly (August 21, 2012). "How CONCERT is leveraging a full-service alternatives platform to boost its carriage trade clientele". RIABiz. Retrieved October 8, 2020.
- ↑ Shidler, Lisa (October 1, 2013). "Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs". RIABiz.
- ↑ "Galaxy Digital and CAIS Offer Digital Assets Access to Financial Advisors". Finance Magnates. June 16, 2020. Retrieved October 8, 2020.
- ↑ 5.0 5.1 "CAIS surpasses USD10bn in transaction volume". Wealth Adviser. June 5, 2020. Retrieved October 9, 2020.
- ↑ "CAIS launches artificial intelligence learning platform for alternative investments". Hedgeweek. November 6, 2019. Retrieved October 9, 2020.
- ↑ French, David; Hu, Krystal (November 18, 2020). "Boehly's Eldridge invests in financial technology firm CAIS". U.S. Retrieved November 24, 2020.
- ↑ Martin, Jake (April 3, 2020). "Tech talk: MoneyGuide does taxes, Schwab taps CAIS, NaviPlan opens access". sjo3ekt.js. Retrieved October 9, 2020.
External links
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