CAIS
CAIS is a financial technology platform that provides independent financial advisors and wealth managers with access to alternative investment products such as private equity, private credit, hedge funds, and real assets. The company offers a curated marketplace, due diligence, and education tools, along with integrated transaction and reporting workflows, and earns revenue through platform and distribution fees from asset managers and advisory firms. Its solutions are used by RIAs, broker-dealers, and other wealth management institutions to streamline sourcing and managing alternative investments for end clients.
- Wealth & Investment Software
- Financial Planning & Analysis
- Workflow Automation
- Revenue
- $90.0M
- Employees
- 450
- Founded
- 2009
- Headquarters
- New York City, United States of America
What 5 Arbolus experts think of CAIS
NPS scores are predominantly 8 (80% of responses), with a single User reporting an NPS of 4. Renewal intent is generally positive or 'Yes,' though one high-spend Influencer is 'Not Sure.' Most respondents are at MoreThan1Year implementation stage, correlating with established sentiment and deeper platform familiarity. The dominant themes from the data reflect steady satisfaction and a propensity to renew, with isolated uncertainty among larger spenders or specific user types.Overall Customer Sentiment: Positive
Who reviewed CAIS
- C-Suite 40% (2)
- Director 40% (2)
- Manager 20% (1)
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Sentiment
-20 Net Promoter Score, from 5 scored reviews- Promoters 0
- Passives 4
- Detractors 1
Cumulative NPS by month
-1 over 4 months- May 8
- Feb 8
- Mar 7
- May 7
Net Promoter Score across 2 reviews, accumulated up to each month. Category median -13 across 2 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 67%Plan to renew, by seniority
- 0% 1 answer
- 100% 2 answers
- 8/10 Average score from customers who will renew
- 8/10 Average score from undecided customers
Top alternatives
Most weighed by CAIS customers
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