CAIS Tech Stack

Alternative investment platform for independent wealth advisors

Financial Services New York, New York 201–500 employees Founded 2009 Privately Held

CAIS operates a B2B SaaS platform serving independent financial advisors and alternative asset managers through the full investment lifecycle (pre-trade, trade, post-trade). The tech stack—Salesforce, AWS infrastructure (EKS, RDS, IAM), Python with scikit-learn and PyTorch, plus Transformers—reveals an organization layering machine learning and observability onto a core wealth-management system. Active projects around Kubernetes cluster design, AWS automation, and agentic solution deployment signal infrastructure maturity and movement toward ML-driven workflow automation to address their core pain: scaling client operations and retention without proportional cost growth.

Tech Stack 19 technologies

Core StackSalesforce AWS Kubernetes Amazon EKS AWS RDS Intune Zscaler Microsoft Exchange Python scikit-learn PyTorch IAM Microsoft 365 SQL SciPy matplotlib Salesforce Service Cloud Transformers Microsoft Office

What CAIS Is Building

◆Challenges

Deepening business with existing enterprise clients
Increasing asset retention
Improving onboarding experience
Ensuring platform reliability
Maintaining high level of customer satisfaction
Improving service satisfaction levels
Scalable solutions to it problems
Efficiency improvement
Opportunity discovery
Innovation acceleration

▲Active Projects

Product and platform launches
Targeted marketing campaigns
Client onboarding initiatives
Kubernetes cluster design on amazon eks
Aws infrastructure automation
Observability practices design
Scalable workflow automation
Rules-based process automation
Agentic solution deployment
Product launch strategies

Hiring Activity

Accelerating10 roles · 6 in 30d

Department

Sales

Data

Support

Engineering

Executive

Seniority

Senior

Mid

Lead

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About CAIS

CAIS is a fintech platform founded in 2009 that consolidates alternative investment operations for independent financial advisors and asset managers. The platform serves over 2,000 wealth management firms representing more than 62,000 advisors managing approximately $7 trillion in end-client assets. CAIS operates across pre-trade, trade, and post-trade workflows, positioning itself as an operating system for wealth and alternatives teams. Headquartered in New York with offices in London, Austin, and Red Bank, the company employs 201–500 people and is actively hiring across sales, data, and support functions. Current priorities include deepening relationships with existing enterprise clients, improving onboarding efficiency, and ensuring platform reliability at scale.

HeadquartersNew York, New York

Company Size201–500 employees

Founded2009

Hiring MarketsUnited States, United Kingdom

Frequently Asked Questions

What is CAIS's tech stack?

CAIS uses Salesforce and AWS (EKS, RDS, IAM) as core infrastructure, Python with scikit-learn, SciPy, and PyTorch for analytics and ML, plus Microsoft 365 and Intune for internal operations. Recent project focus on Kubernetes and AWS automation indicates expanding infrastructure depth.

What is CAIS working on?

Current projects include Kubernetes cluster design on AWS EKS, AWS infrastructure automation, observability practices, scalable workflow automation, rules-based process automation, and agentic solution deployment. These align with platform reliability and efficiency goals for their 2,000+ client firms.