CAIS
Warren Seubel is Head of CAIS Solutions, the CAIS Software as a Service (SaaS) offering. Warren has been working in Financial Technology for over a decade and on Wall St for over 20 years, starting his career in Investment Banking and Merger Arbitrage.
His transition into Financial Technology was as an early employee at Addepar where helped build the Sales and Go-To-Market organization. Through this he built strong ties in the Wealth Management technology industry, especially with Independant Wealth Management firms who allocate to Alternative Investments.
After building the go-to-market function for the Blockchain unit, Onyx, at J.P. Morgan and a period of time in Private Equity, Warren joined CAIS to launch the CAIS Solution business line. Warren received his Bachelors Degree from Amherst College and lives with his family in Rowayton, Connecticut.
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CAIS
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CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC.