Investor
CAIS
New York · United States · Founded 2009
Fintech firm providing financial advisors with streamlined access to private equity, hedge funds, and structured notes.
Stage
Not confirmed
Sectors
Fintech
Cheque
Not confirmed
Invests in
Not confirmed
Sectors
About
This firm operates as a financial technology platform for the independent wealth management community. It provides advisors with access to a menu of private market strategies. It focuses on breaking down barriers to entry for specialised investment products. Operational efficiency is delivered through digitized subscriptions and integrated reporting with major custodians.
How to approach
Asset managers looking to grow their investor base through the platform should reach out via the contact page.
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