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Capital Integration Systems LLC

Financial Services

CAIS Stock

CAIS offers a platform connecting independent financial advisors with leading alternative asset managers. Utilizing advanced technology and exceptional client service, CAIS improves accessibility and efficiency in alternative investments and structured notes, supporting thousands of financial advisors managing over $4.5 trillion in assets.

Founded: 2009

CAIS Website

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CAIS Company Overview

CAIS (Capital Integration Systems LLC) aims to democratize access to alternative investments for financial advisors. The platform connects independent financial advisors with prominent alternative asset managers, facilitating seamless transactions. CAIS offers advanced technology and exceptional client service to enhance accessibility and efficiency in alternative investments and structured notes. The company supports a vast network of financial advisors, representing significant assets under management. Its platform provides a comprehensive suite of services, enabling a customizable experience that caters to the unique needs of financial advisors and asset managers. This integration of technology and service has attracted a diverse range of users, empowering advisors to expand their investment offerings and helping asset managers diversify their investor base. CAIS continually innovates within the wealth management ecosystem, hosting events like the annual Alternative Investment Summit and forging partnerships with industry leaders. These initiatives reflect CAIS's commitment to transforming the alternative investment landscape by making sophisticated investment opportunities more accessible to a broader audience. Through its robust platform, CAIS drives a new era of investment efficiency and accessibility, reshaping how alternative investments are managed and transacted. The company also focuses on education and resources, providing advisors with the necessary tools and knowledge to navigate the complexities of alternative investments. This dedication to education ensures that financial advisors can confidently offer alternative investment options to their clients, further enhancing their service offerings. In summary, CAIS is revolutionizing the alternative investment industry through its innovative platform, exceptional client service, and commitment to education. By bridging the gap between financial advisors and alternative asset managers, CAIS is making alternative investments more accessible and efficient, supporting the growth and success of its users.

Management Team

Matt Brown CEO, Founder
Brendan Cuddihy COO
Tim Shannon President, CFO
Brad Walker Chief Client and Product Development Officer
Abby Salameh CMO, Managing Director (CAIS IQ)
Shane Williams Chief Product and Technology Officer

Funding Information