iCapital Competitors and Similar CompaniesClear all

CAIS's competitors and similar companies include AssetMark.
CAIS
CAIS
CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products.
AssetMark
AssetMark
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
Founding Date
Founding Date
2009
Founding Date
1996
Type
Type
Private
Type
Public
Tags
Locations
Locations
New York, US HQ
Austin, US
Beverly Hills, US
Locations
Concord, US HQ
Lynchburg, US
Lynchburg, US
Employees
Employees
771% increase
Employees
980

Funding

Total funding raised
Total funding raised
$ 81m
Total funding raised
$ 2.8m
For sources of this data, please see the company profile

View Company Profiles

AssetMark
HQ
Concord, US
Employees
980

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.

View company