CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel. The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009.
CAIS is dedicated to providing independent financial advisors with access to top-tier alternative investment products and services. Their core mission is to empower these advisors with the tools, resources, and knowledge necessary to navigate the complex world of alternative investments, ultimately helping their clients achieve their financial goals. By offering a streamlined platform and comprehensive educational resources, CAIS aims to democratize access to alternative investments and foster a more inclusive financial landscape.
- Market competitive salary
- Performance bonuses
- Exceptional benefits
- Generously subsidized healthcare
- 100% employer paid dental and vision insurance
- Employer matched retirement plan
- Wellness programs
- Generous PTO and parental leave
- Flexible, hybrid in-office model (no minimum number of days in office per week required for most roles)
- Integrity: CAIS operates with the highest level of integrity, ensuring that all actions and decisions are made with honesty, transparency, and ethical standards.
- Innovation: CAIS values innovation and encourages employees to think outside the box, explore new ideas, and push the boundaries of what's possible.
- Collaboration: Collaboration is key at CAIS, with a focus on teamwork, communication, and shared problem-solving to achieve common goals.
- Client-centricity: CAIS puts its clients at the center of everything it does, striving to provide the best possible service and solutions to meet their unique needs.
- Continuous learning: CAIS is committed to continuous learning and development, providing opportunities for employees to enhance their skills, knowledge, and expertise.
Founder & CEO
President and CFO
Senior Managing Director | Alternative Investments