CAIS

Overview

CAIS operates a platform connecting financial advisors with alternative investments and structured notes offered by asset managers[1][3]. Founded in 2009, the company set out to make alternative investments available to financial advisors[4]. According to the company, it serves 2,500+ wealth management firms and 65,000+ independent financial advisors representing $8.5T in end-client assets[5]. Asset managers available on the platform include Apollo, AQR, Blackstone, Coatue, Lord Abbett and Morgan Stanley Investment Management[6]. CAIS is headquartered in New York at 527 Madison Avenue, 2nd Floor[2][8], with additional offices in Austin, Texas; Red Bank, New Jersey; and London[8]. In July 2026, the company announced new strategic investors valuing it at over $2 billion[7]. In May 2026, CAIS announced an integration with Anthropic's Claude[9].

The company's own site places it in New York: Website lists 'New York, NY 527 Madison Avenue, 2nd Floor New York, NY 10022' as first office under 'Our Offices' section. [2]

CAIS dates its founding to 2009, when it set out to make alternative investments available to financial advisors. [4]

CAIS's New York headquarters is at 527 Madison Avenue, 2nd Floor, New York, NY 10022, one of four global offices alongside Austin TX, Red Bank NJ and London. [8]

Growth & traction

CAIS publishes that it serves 2,500+ wealth management firms and 65,000+ independent financial advisors representing $8.5T in end-client assets. [5]

Partnerships

CAIS names Apollo, AQR, Blackstone, Coatue, Lord Abbett and Morgan Stanley Investment Management among the asset managers available on its platform. [6]

CAIS announced an integration with Anthropic's Claude on May 19, 2026. [9]

Funding history

A CAIS press release dated July 29, 2026 is headlined "CAIS Welcomes New Strategic Investors, Valuing the Company at Over $2 Billion." [7]