CAIS Group
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Real Estate, Hedge Funds, Private Credit, Digital Assets
Stage Focus
Growth, Buyout, Distressed
Geographical Focus
United States, United Kingdom
Industries Focus
- Financial Services
- Asset Management
- Wealth Management
- Investment Management
- Private Equity
- FinTech
- Digital Assets
- Financial Technology
- Private Credit
- Hedge Funds
- Alternative Investments
- Financial Advisory
- Real Estate Investment
- Structured Notes
- Investment Platforms
Investment Size:
100,000 to 1,000,000,000 USD
Investor Details Founded: 2009
Founded in 2009, CAIS Group is a fintech leader transforming the world of alternative investing. The company provides independent financial advisors with access, education, and operational efficiency to transact at scale and capture more wallet share. For asset managers, CAIS helps build their distribution network, capture new business, and cultivate relationships with independent financial advisors. CAIS offers platforms that give financial access to investment strategies in alternative investments, partnering with wealth advisers such as Fidelity Investments, Hightower Advisors, Focus Financial Partners, and William Blair & Company. The company has worked with hedge funds to offer their products through its platform. In April 2022, CAIS reached unicorn status with a valuation of $1.1 billion. In June 2024, it was reported that CAIS was cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets, aiming to set a new industry standard that lowers fees and makes them more transparent, as part of an effort to 'truly democratize alternative investments.'
Requirements
- Accredited Investors
- Institutional Investors
- Financial Advisors
- High Net-Worth Individuals
- Family Offices
- Pension Funds
- Endowments
- Sovereign Wealth Funds
- Fund of Funds
- Hedge Funds
- Private Equity Firms
- Venture Capital Firms
- Real Estate Investment Trusts (REITs)
- Insurance Companies
- Banks
- Trust Companies
- Government Entities
- Non-Profit Organizations
- Foundations
- Corporate Investors
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Paulson & Co.
- Third Point
- Goldman Sachs' Commodity Opportunities Fund
- Apollo Global Management
- Franklin Templeton Investments
- Eldridge Industries
Mentioned In
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$14.95
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$19.95
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$24.95
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$95.00
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