Capital Integration Systems (DBA CAIS):

A Provider of Alternative Investments Education, Access, Due Diligence, & Transactions

Recently Released!!!
Date Published: October 17, 2022
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 84 Slides


Capital Integration Systems (DBA CAIS) was founded as Capital Integration Systems by Matt Brown, Rafay Farooqui, & Jeremy Norton in 2009. Capital Integration Systems (DBA CAIS) is based in New York, NY. Capital Integration Systems (DBA CAIS) has four offices, 284 employees, 6,600 financial advisor clients, & executes $18.0 billion transaction volume. Capital Integration Systems (DBA CAIS) is led by its CEO Matt Brown, President Tim Shannon, & Chief Operating Officer Brendan Cuddihy. Capital Integration Systems (DBA CAIS) is privately owned. Its web site can be found at www.CAISGroup.com.

This research addresses the key historical phases of Capital Integration Systems (DBA CAIS), including:
  • Capital Integration Systems Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisor clients, & transaction volume.

Its profile includes detailed outlines of its core services, including:
  • CAIS-IQ (Education)
  • CAIS-X (Platform)
  • CAIS Capital (Broker/Dealer)

And its profile concludes with the highlights of its organizational structure & ownership.



































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