CAIS Group
| Company type | Private |
|---|---|
| Industry | Financial technology, Alternative investment management |
| Founded | 2009 |
| Founder | Matt Brown |
| Headquarters | New York City , United States |
Area served | United States |
Key people | Matt Brown (Founder) |
| Products | Platform solutions for alternative investment opportunities in private markets |
Capital Integration Systems LLC, operating under the name CAIS, is a United States-based fintech firm specializing in platform solutions tailored for alternative investment opportunities within private markets.
Background
Established in 2009 by Matt Brown, who brought experience from wealth management, CAIS initially provided financial advisers with access to hedge funds requiring minimum investments starting at $100,000. Among the early managers featured on its platform were Paulson & Co., Third Point, and the Commodity Opportunities Fund managed by Goldman Sachs.
In February 2012, CAIS formed a collaboration with Mercer to enhance operational support for independent and smaller-scale wealth advisers. By June 2015, Mercer’s role expanded to include assistance with due diligence and market intelligence.
Investment groups such as Apollo Global Management, Franklin Templeton Investments, and Eldridge Industries have backed CAIS. The company reached a significant milestone in April 2022, attaining unicorn status with a valuation of $1.1 billion.
In June 2024, CAIS announced reductions in fees for feeder funds that channel investors toward alternative assets, lowering charges to as little as 0.05%. This move aims to establish a new benchmark in the industry by enhancing transparency and making alternative investments more accessible.
Business operations
CAIS offers platforms that enable financial professionals to access alternative investment strategies. It collaborates with wealth advisory firms such as Fidelity Investments, Hightower Advisors, Focus Financial Partners, and William Blair & Company. The company also works alongside hedge funds to distribute their offerings through its platform.