OverviewSuggest Edit

CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products. It provides execution to alternative investments, capital markets syndicate offerings, structured solutions, and real assets.
HQNew York, NY, US
Employee Ratings4.1
Overall CultureB

Latest Updates

Employees (est.) (Apr 2020)77(+2%)
Cybersecurity ratingBMore

Key People/Management at CAIS

Square Peg

Square Peg

Co-Founder & Partner
Timothy Shannon

Timothy Shannon

President & CFO
Marc Premselaar

Marc Premselaar

Senior Managing Director, Director | Structured Products
Christopher Crawford

Christopher Crawford

Managing Director
Bradley Walker

Bradley Walker

Senior Managing Director
Brendan Cuddihy

Brendan Cuddihy

Chief Operating Officer
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CAIS Office Locations

CAIS has offices in New York, Austin and Beverly Hills
New York, NY, US (HQ)
527 Madison Ave 2nd Flr
Austin, TX, US
201 W 5th St #1100
Beverly Hills, CA, US
9777 Wilshire Blvd #460
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CAIS Financials and Metrics

Summary Metrics

Founding Date


CAIS total Funding

$81 m

CAIS latest funding size

$50 m

Time since last funding

7 months ago

CAIS investors

CAIS's latest funding round in November 2020 was reported to be $50 m. In total, CAIS has raised $81 m
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CAIS Cybersecurity Score

Cybersecurity ratingPremium dataset



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CAIS Online and Social Media Presence

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CAIS Company Culture

  • Overall Culture



  • CEO Rating



  • Compensation



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CAIS News and Updates

BNY Mellon becomes first custodian to link with API to Cais and iCapital Network

BNY Mellon's Pershing ("Pershing") today announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application

Galaxy Digital & CAIS Partner To Deliver Easier Access To Digital Assets

Steve Kurz, Head of Asset Management at Galaxy Digital, spoke with Julie Cooling, CEO and Founder of RIA Channel, to discuss Galaxy’s new partnership with CAIS.

Galaxy Digital and CAIS Partner to Provide Institutional-Quality Digital Assets Access and Education for Financial Advisors

Improved access to bitcoin and other digital asset products, as well as educational resources, helps advisors with growing client interest. NEW YORK, June 16, 2020 /PRNewswire/ -- Galaxy Digital Holdings Ltd. (TSXV: GLXY), through its asset management affiliate Galaxy Digital Capital...

CAIS Blogs

2020 Vision: Wealth Management Firms – Seeking Clarity in a New Decade

Download PDF The below are the expressed views of Mercer Mercer’s Financial Intermediary practice is dedicated to advancing the investment management capabilities of financial advisory firms. Mercer leverages its global infrastructure, fortified by providing advice to large institutional clients for…

A Conversation with Steve Glickman and Nic Millikan on the Framework of the Qualified Opportunity Zone Program

About Steve Glickman: Steve Glickman is the Founder and Chief Executive Officer of Develop LLC, an advisory firm dedicated to building and supporting Opportunity Zone Funds seeking to positively transform low-income communities across America, and he is one of the … Read more

CAIS Launches Artificial Intelligence Learning Platform, CAIS IQ, to Transform How Financial Advisors Learn About Alternative Investments

CAIS IQ, powered by artificial intelligence and learning science, will enable financial advisors to learn faster, remember longer, and master alternative investments. NEW YORK, November 5, 2019 – CAIS, the leading technology platform connecting financial advisors with alternative investments, today …

Schwab Advisor Services Launches the Schwab Alternative Investment Marketplace™ Platform

We congratulate Charles Schwab on their launch of Schwab Alternative Investment MarketplaceTM, an open architecture platform of third party alternative investments platforms. The Schwab Alternative Investment MarketplaceTM   will deliver a number of benefits for independent advisors including remova…

CAIS Frequently Asked Questions

  • When was CAIS founded?

    CAIS was founded in 2009.

  • Who are CAIS key executives?

    CAIS's key executives are Square Peg, Timothy Shannon and Marc Premselaar.

  • How many employees does CAIS have?

    CAIS has 77 employees.

  • Who are CAIS competitors?

    Competitors of CAIS include iCapital Network, Finsight and Proxymity.

  • Where is CAIS headquarters?

    CAIS headquarters is located at 527 Madison Ave 2nd Flr, New York.

  • Where are CAIS offices?

    CAIS has offices in New York, Austin and Beverly Hills.

  • How many offices does CAIS have?

    CAIS has 3 offices.