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57
Followers on Owler
CAIS
is a New York-based fintech platform that offers wealth and investment management solutions for financial advisors...
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Overview
Competitors
Funding
News & Insights
CAIS
is a New York-based fintech platform that offers wealth and investment management solutions for financial advisors...
Read more
Founder & CEO
Matthew C. Brown
CEO Approval Rating
65/100
Weigh In
2009
New York
New York
New York Metropolitan Area
Private
Banking, Financial Services and Insurance
Fintech Software
6199
NAICS listing
http://caisgroup.com/
Est. Annual Revenue
$5.0-25M
Agree?
Yes
No
Est. Employees
100-250
Agree?
Yes
No
Funding
$444.3M
News
Key Events
Latest News
Partnership
Mar 04, 2025
Insurance-Edge
Deals: Amwins Teams Up With CAIS
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