Company · Other wealth management investment

CAIS_

As of 30 October 2026, CAIS has 15 open roles (6 new in 30 days), its finance & accounting team is hiring most, and its postings name Claude, ChatGPT and Microsoft Copilot as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

, United States201-500 employees10M-50M revenue, est.B2Bcaisgroup.com ↗LinkedIn ↗
Headquarters
, , United States
Employees
201-500 employees (linkedin)
Sells to
independent financial advisors, asset managers, bank issuers
Certifications on site
Site languages
EN
Career system
Greenhouse
15open roles · 6 new in 30 days
14tools named in postings
United Kingdomhiring locations
0change signals read in postings
02 — What they do, whom they sell to, who else does it

CAIS in one screen

Read from caisgroup.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What CAIS does

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.

alternative investmentsstructured notesETFsturnkey investment platform
Whom it sells to

Named on the site: independent financial advisors, asset managers, bank issuers.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 585 scored.

AIS Financial GroupUnited Kingdom · 51-200 employeesNEICanada · 201-500 employeesSAKS GlobalUnited States · 51-200 employeesConcurrentUnited States · 51-200 employeesHalo InvestingUnited States · 51-200 employeesCrown Agents Investment Management (CAIM)United Kingdom · 201-500 employees
03 — Tech stack, with the evidence

What CAIS says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

ClaudeData & AI · high confidence · 3 postings
The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly.
AI & Data Systems Engineer · first seen 2026-07-02
ChatGPTIT operations & business systems · high confidence · 2 postings
• Use AI tools (Claude, Copilot, ChatGPT) daily to automate routine support tasks, draft documentation, and build internal runbooks, using approved tools and sound judgment about the data you share with them.
IT Support Associate · first seen 2026-10-01
Microsoft CopilotIT operations & business systems · high confidence · 2 postings
t Associate provides hands-on desktop and onsite support across our New York office, helps administer our Microsoft 365 and endpoint management environment, and drives adoption of AI tools (including Claude and Copilot) across the business.
IT Support Associate · first seen 2026-10-01
SalesforceAdministration & office · high confidence · 5 postings
The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly.
AI & Data Systems Engineer · first seen 2026-03-16
Amazon Web Services · high confidence · 2 postings
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-07-20
Kotlin · high confidence · 2 postings
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-07-20
Apache Kafka · high confidence · 1 posting
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-10-21
Argo CD · high confidence · 1 posting
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-10-21
Elasticsearch · high confidence · 1 posting
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-10-21
GitHub · high confidence · 1 posting
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-10-21
Kubernetes · high confidence · 1 posting
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-10-21
Microsoft Entra IDIT operations & business systems · high confidence · 1 posting
• Support day-to-day administration of our Microsoft 365 environment, including Entra ID, Intune device management, and Conditional Access.
IT Support Associate · first seen 2026-10-14
Microsoft IntuneIT operations & business systems · high confidence · 1 posting
• Support day-to-day administration of our Microsoft 365 environment, including Entra ID, Intune device management, and Conditional Access.
IT Support Associate · first seen 2026-10-14
PostgreSQL · high confidence · 1 posting
You’ll mostly write Kotlin, working with Spring, Postgres, Elasticsearch and Kafka, and deploying to Kubernetes on AWS through GitHub and ArgoCD.
Senior Backend Product Engineer · first seen 2026-10-21
On the website or in DNS

Vendors whose code loads on caisgroup.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

1Passwordseen on caisgroup.com
Amazon SESseen on caisgroup.com
Anthropicseen on caisgroup.comappleseen on caisgroup.comAsanaseen on caisgroup.comAtlassianseen on caisgroup.comAuth0seen on caisgroup.comCloudflareseen on caisgroup.comCventseen on caisgroup.com
Google Workspaceseen on caisgroup.com
Greenhouseseen on caisgroup.comHubSpotseen on caisgroup.comJetBrainsseen on caisgroup.com
Microsoft 365seen on caisgroup.com
Microsoft Entra IDseen on caisgroup.com
microsoft_intuneseen on caisgroup.com
microsoft_teamsseen on caisgroup.com
OpenAIseen on caisgroup.comPendoseen on caisgroup.comPostmanseen on caisgroup.com
proofpoint_essentialsseen on caisgroup.com
rackspace_emailseen on caisgroup.com
Salesforceseen on caisgroup.com
salesforce_account_engagementseen on caisgroup.com
salesforce_marketing_cloudseen on caisgroup.com
Segmentseen on caisgroup.comSendGridseen on caisgroup.com
04 — Hiring

15 open roles, 12 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

Open roles by team
open · new 30 d
Finance & accounting
4 · 0
IT operations & business systems
3 · 1
Administration & office
1 · 1
Data & AI
1 · 0
Human resources
1 · 2
Legal, compliance & risk
1 · 0
Product, program & project management
1 · 1
Software engineering
1 · 1
Newest postings
05 — Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at CAIS, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add CAIS to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06 — Lookalikes

Companies like CAIS

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 585 scored.

AIS Financial GroupWealth management general · United Kingdom51-200 employees
NEIWealth management general · Canada201-500 employees
SAKS GlobalRetail investment brokerages · United States51-200 employees
ConcurrentWealth management general · United States51-200 employees
Halo InvestingWealth insurance advisor software · United States51-200 employees
Crown Agents Investment Management (CAIM)Wealth management general · United Kingdom201-500 employees
07 — Profile

From the company's own website

Legal nameCAIS
IndustryBusiness & finance services · Other wealth management investment
Offeringsalternative investments · structured notes · ETFs · turnkey investment platform
Target customersindependent financial advisors · asset managers · bank issuers
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readhome, about
Datescrawled 2026-09-06 · profiled 2026-09-12 · hiring built 2026-10-28
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

CAIS (, United States, 201-500 employees) has 15 open roles, 6 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/caisgroup.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from caisgroup.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

CAIS: questions

Does CAIS use Claude?

Yes, by the company's own words: 3 postings name it, first seen 2026-07-02, in the data & ai team.

Is CAIS hiring?

15 open roles as of 30 October 2026, 6 opened in the last 30 days and 3 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From caisgroup.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.

Who should I write to at CAIS?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

Companies and people

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