{"source":"Breaknorm","page":"https://breaknorm.co/company/caisgroup.com","license":"https://breaknorm.co/terms","domain":"caisgroup.com","name":"CAIS","legal_name":"CAIS","country":"US","country_second":"CA","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"other_wealth_management_investment","summary":"CAIS is a technology platform that provides alternative investments and structured notes for independent financial advisors and asset managers. It connects these participants to leading alternative asset managers and bank issuers, offering a turnkey platform covering alternative investments, structured notes, and ETFs. The platform serves the wealth management ecosystem, with thousands of advisors and firms accessing its technology.","offerings":["alternative investments","structured notes","ETFs","turnkey investment platform"],"target_customers":["independent financial advisors","asset managers","bank 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Global","country":"US","city":"Baganga","headcount":"51-200","leaf":"retail_investment_brokerages","summary":"SAKS Global is a financial services provider that offers a trading platform and global investment solutions for advisors, managers and clients."},{"domain":"poweredbyconcurrent.com","name":"Concurrent","country":"US","city":"Tampa","headcount":"51-200","leaf":"wealth_management_general","summary":"Concurrent is a wealth management technology and services platform that supports independent investment advisors across the U.S."},{"domain":"haloinvesting.com","name":"Halo Investing","country":"US","city":"Chicago","headcount":"51-200","leaf":"wealth_insurance_advisor_software","summary":"Halo Investing is a software platform that provides protective investment solutions for financial advisors and wealth managers."},{"domain":"caiml.co.uk","name":"Crown Agents Investment Management (CAIM)","country":"GB","city":"Newington","headcount":"201-500","leaf":"wealth_management_general","summary":"Crown Agents Investment Management (CAIM) is an investment management service that provides fixed income and capital preservation solutions for central banks, s."}],"similar_scored":585,"customers":null,"as_of":"2026-10-30","updated_at":"2026-10-30","hash":"819dcb6aef326678","index_tier":1}