PFA Solutions Competitors and Similar CompaniesClear all

CAIS's competitors and similar companies include Duo Capital, Oranj and WealthArc.
CAIS
CAIS
CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products.
Duo Capital
Duo Capital
DUO Capital is an independent group specialized in distressed assets investing & management solutions.
Oranj
Oranj
Oranj is a fintech company that provides a wealth management platform for financial advisors.
WealthArc
WealthArc
WealthArc is a financial technology company that provides an innovative wealth management platform.
Founding Date
Founding Date
2009
Founding Date
2012
Founding Date
2014
Founding Date
2015
Type
Type
Private
Type
Private
Type
Subsidiary
Type
Private
Tags
Locations
Locations
New York, US HQ
Austin, US
Beverly Hills, US
Locations
Lisboa, PT HQ
Locations
Chicago, US HQ
Locations
Rockville, US HQ
Zürich, CH
Employees
Employees
771% increase
Employees
80
Employees
118% decrease
Employees
35

Funding

Latest funding round
Latest funding round
$ 50m (over 5 years ago)
Latest funding round
N/A
Latest funding round
N/A
Latest funding round
$ 1.2m (almost 10 years ago)
Total funding raised
Total funding raised
$ 81m
Total funding raised
N/A
Total funding raised
N/A
Total funding raised
$ 1.5m
For sources of this data, please see the company profile

View Company Profiles

Duo Capital
HQ
Lisboa, PT
Employees
80

DUO Capital is an independent group specialized in distressed assets investing & management solutions.

View company
Oranj
HQ
Chicago, US

Oranj is a fintech company that provides a wealth management platform for financial advisors.

View company
WealthArc
HQ
Rockville, US
Employees
35

WealthArc is a financial technology company that provides an innovative wealth management platform.

View company