Cais

Platform offering financial planning and advisory solutions for wealth managers

placeNew York City, New York, United States calendar_todayFounded 2009 groups197 employees language caisgroup.com

Registered entities

Social engagement

Social engagement: 26K social following, 9 posts in the last 12 months — below the industry typical range.

Investor mix

14 investors on record; lead investors include Reverence Capital Partners, Apollo Global Management, Motive Partners, Eldridge Industries.

Investor typeCountShare
Venture capital321%
Private equity643%
Bank & private debt214%
Other / undisclosed321%

Hiring activity

Hires occasionally

1 role tracked across 1 of the last 12 months

6 Nov 2025 · Client Service All LevelsNew York · Milwaukee

Based on job postings tracked across public sources.

Recent activity

18 Jun 2026
Event
CAIS Live
Coming soon