In some jurisdictions, certain private funds or structured notes may be restricted. Alternative investments carry complex features, limited liquidity, and elevated risk. CAIS emphasizes education and due diligence, but advisors must still evaluate client suitability and institutional frameworks. Tools like CAIS Compass and custom fund offerings enable home offices and RIAs to tailor solutions to their client base with precision. The introduction of unified execution workflows for ticker-traded interval funds alongside private funds simplifies advisor operations.

Number of employees

Capital Integration Systems Llc has been in the H1B Visa program since 2011 where they hired 1 employees. They peaked in 2014 with 4 employees, and the recent trend shows the average number of employees on an incline. Sign up with Trusted Insight and access Capital Integration Systems LLC’s full profile.

Through CAIS Marketplace, structured solutions, SaaS tools, model portfolios, and educational programs, it offers a differentiated and scalable value proposition. The platform’s integration of ticker-traded interval funds and expansion of model portfolios signal a commitment to meeting evolving advisor needs. Our ideas resonated, and thousands of financial advisors who control trillions of end client capital joined our platform for improved access and efficiency to alternative investments and structured notes.

Model Portfolios and CAIS Compass

Be sure to contact their HR department or hiring managers for their updated work visa policy. Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward. Short-term mutual fund trades and variable annuity switching is generally regarded in the retail securities industry as a way for brokers and advisers to increase commissions at the expense of clients. CAIS also is working with institutional consultant Mercer LLC, which has $6 trillion in client assets globally. So while the Street has been intensifying its push into the independent adviser and broker-dealer marketplace over the past few years the problem — and it isn’t insignificant — is winning advisers’ trust. CAIS has evolved from a hedge fund access provider to a full-scale platform ecosystem for alternative investments.

From the viewpoint of a business owner, capital integration offers the opportunity to centralize financial management, reduce redundancies, and achieve economies of scale. This can result in cost savings, increased profitability, and enhanced competitiveness in the market. The Models Marketplace enables advisors to allocate into pre-made alternative models from CAIS, asset managers, or wealth firms, accessible via single-click execution. The CAIS Compass tool supports analysis by projecting historical and forward-looking impacts of including alternatives in portfolios. The global financial crisis of 2008 and the subsequent regulatory reforms have increased the complexity and diversity of capital regulations across different jurisdictions and sectors.

If you’re looking for a transformative, welcoming culture in which personal success is supported, consider joining our team. Capital Integration Systems is led by its CEO Matt Brown, President Tim Shannon, & Chief Operating Officer Brendan Cuddihy. Find RelSci relationships, employment history, board memberships, donations, awards, and more. There are different citation styles and formats that you capital integration systems can use to cite your sources, such as APA, MLA, Chicago, Harvard, etc.

Verify Capital Integration Systems Employees

The fund is sponsored by Bluerock Real Estate LLC, a management company that has been raising money for a nontraded real estate investment trust. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Indeed, even a critic of Wall Street practices such as Mr. Carson views the expanding arena of alternative investments as an area where the Street can add value for advisers. Capital Integration Systems, a technology platform that gives independent wealth managers access to alternative investments, announced Tuesday a $225 million funding round that values the company at more than $1 billion. Capital Integration Systems Llc has not filed any labor petitions for foreign workers from fiscal year 2018 to 2020. However, Capital Integration Systems had applied for LCA for H1B visa or LC for green card before 2012.

CAIS in Common: Women in Wealth Webinar Series

CAIS emphasizes inclusive culture, professional development, and diversity through programs like “Together @ CAIS” and “CAIS in Common.” The company is recognized as a Great Place to Work by Fortune. CAIS supports connectivity with major custodians and reporting systems to streamline reporting, holdings reconciliation, and client statements—reducing manual effort post-investment. With thousands of small independent advisors racing to meet clients’ digital expectations, the time has come to repair archaic rules of the road. Truv operates on a pay-per-success model, meaning you only pay for successful verifications. Truv provides secure and automated verifications to protect employee information.

• This allows for a comprehensive and well-rounded summary that caters to various readers’ needs.
• The Capital electrical and electronics (E/E) systems development software portfolio encompasses E/E system and software architectures, network communications and embedded software development capabilities.
• You should cite any source that you have directly quoted, paraphrased, summarized, or referred to in your blog post.
• Founded in 2009 by Matt Brown in New York City, CAIS began by offering professional-grade hedge fund strategies to advisors with lower investment minimums.
• Capital Integration Systems Llc has not filed any labor petitions for foreign workers from fiscal year 2018 to 2020.

The company, better known as CAIS, will use the proceeds to invest in technology improvements, enhance customer experience and further digitize its product operations, according to a release. Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem. Grow and diversify your investor base by accessing the independent wealth channel. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.

• This service is designed to be comprehensive, covering both employment status and income information.
• We are unable to display this document, it may be under a court ordered seal.
• CIC encourages all employees to engage and participate to strengthen our culture within our walls and beyond.
• Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem.
• From a strategic perspective, capital integration enables organizations to leverage their financial resources effectively, leading to improved decision-making and sustainable growth.

Newton FinTech Database

This removes structural hurdles, offers single-click model allocations, and consolidates semi-liquid and private alternatives in one interface. CAIS has more than 4,400 advisory firm customers who oversee more than $2 trillion in assets on the platform. Founded in 2009, the company has offices in New York, Los Angeles, Austin, Texas, and San Francisco. Discover the benefits of a turnkey alternative investment and structured note platform. InvestingBrokers.com is for informational purposes only and not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation. We do not provide investment advice or solicitation of any kind to buy or sell any investment products.

How to Summarize Your Key Points and Call to Action?

“We earn our trust every day with advisers,” he said, noting that Goldman offers strong investment products with a clear value proposition to advisers and their clients. Capital Integration Systems LLC, also known as CAIS, a financial technology company, offers an independent and alternative investment platform to the global private banking and wealth management industries. The company’s Web-based interface provides advisors a menu of individual funds, strategy information, independent due diligence reports, and a schedule of manager road-shows and educational events. It serves registered investment advisors, broker-dealers, private banks, and other financial intermediaries. In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere. We built trusted relationships with financial advisors, asset managers, bank issuers, and a broad spectrum of service providers across the wealth management ecosystem.

The tranche included participation from new investor Franklin Resources, Inc. As a part of the tranche, Blythe Masters of Motive Capital Management, LLC and Andrew Gosden of Apollo Global Management, Inc. will join company’s board of directors. If you have proper credentials to access the file, you may proceed directly to the court’s system using your government issued username and password. The Investing Brokers team have over 15 years of experience in the online brokerage industry and are committed to providing reliable information for all of the brokers that we review. CAIS makes alternatives accessible at lower minimums and introduces diverse asset classes, enabling advisors to expand portfolios beyond traditional allocations.

This allows for a comprehensive and well-rounded summary that caters to various readers’ needs. By incorporating diverse viewpoints, you can provide a more holistic understanding of the topic at hand. To begin, it is crucial to understand that a well-crafted conclusion serves as a powerful tool to leave a lasting impression on your readers. By summarizing the key points discussed throughout the blog, you can reinforce the main ideas and ensure that your message resonates with your audience. Under the flat-rate plan, we pass these fees on to your account without markup. We are unable to display this document, it may be under a court ordered seal.