Cais Email Format

Financial Services
201-500 employees
New York, NY, USA

CAIS is a leading alternative investment platform that enables independent financial advisors to access, trade, and manage alternative investments and capital markets strategies at scale.

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firstinitiallast@caisgroup.com

Company Overview

Industry
Financial Services
Founded
2009
Headquarters
New York, NY, USA
Revenue
$250M-$500M
FUNDING Stage
Private
Key Executives
Matt Brown (Founder, Chairman, & Chief Executive Officer), Tim Shannon (Partner, Co-President & Chief Financial Officer), Brendan Cuddihy (Partner, Chief Operating Officer)

Tech Stack

Salesforce

CRM

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Key Executives

Chief Executive Officer

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Chief Finance Officer

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Chief Operating Officer

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Chief Technology Officer

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Chief Marketing Officer

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Chairman

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4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified

Frequently Asked Questions

What is the email format of Cais?

Cais uses the firstinitiallast format, so Jane Smith would be jsmith@caisgroup.com.

What types of alternative investments are available through the Cais platform?

The Cais platform gives financial advisors access to private equity, private debt, real estate, infrastructure, hedge funds, and structured notes, all managed through a single integrated workflow covering pre-trade, trade, and post-trade activity.

How does the Cais Capital Markets division help financial advisors?

Cais Capital Markets centralizes structured notes, hedging and monetization strategies, and managed solutions referral services in one place, giving advisors streamlined access to bank-issued structured investment products alongside their broader alternatives allocation.

Who founded Cais and who leads the company in 2026?

Cais was founded by Matt Brown, who serves as Chairman and CEO. Tim Shannon serves as Co-President and CFO, and Brad Walker serves as Co-President, with Brendan Cuddihy as Chief Operating Officer.

Can I use Clay to find and verify contact information for Cais employees?

Yes, Clay can enrich your prospect list with verified Cais employee contact details, applying the firstinitiallast@caisgroup.com email pattern to help you reach the right people across the firm's 549-person team.

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