CAIS Group

Alternative investment platform giving independent financial advisors access to hedge funds, private equity, and real assets. Processes $25B+ in transaction volume with Franklin Templeton as strategic partner.

Focus Areas

alternative investmentsfintechwealth managementai

Stage

series c

Notable Investors

Franklin TempletonEldridge IndustriesHamilton Lane
#fintech#alternatives#wealth-management#brickell

Quick Info

๐Ÿ“Miami, FL
๐Ÿ“…Founded 2009
๐Ÿ’ฐRaised: $225M
๐Ÿ‘ฅ500+ employees

Need a warm intro?

Trace Cohen has 65+ investments and deep relationships across South Florida. Reach out for a direct connection.

Request Intro โ†’ t@nyvp.com