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Cyber leadership profile

CAIS

CAIS operates a financial technology platform that provides independent financial advisors with access to alternative investment funds, including private equity, hedge funds, and real estate. The company automates the end-to-end investment process, providing streamlined execution and reporting for wealth management firms. It serves as a centralized marketplace connecting asset managers with a vast network of RIAs and broker-dealers.

Industry
Financial Services
Headcount
201-500 employees
Headquarters
New York, NY
Ownership
Venture backed
Revenue
$50M – $250M
Funding
Series C · $306M raised
Founded
2009
Investors
Apollo Global Management, Motive Partners, Franklin Templeton Investments, Hamilton Lane, Reverence Capital Partners
Company website

Cyber hiring activity

Open leadership roles

1

1 at Director level or above

Opened, last 12 months

1

1 Director+

Prior 12 months

0

Hiring velocity

Low

Median Opportunity Score 69

1 leadership role observed in the last 12 months. CLI has no coverage of the prior year for this employer. Counts reflect roles CAIS posted that CLI has observed and published; they are not a complete record of the employer's hiring.

Security leadership

Doug McLean

Chief Information Security OfficerHiring influence: HighStated publiclyHigh confidence

As CISO, he owns the security strategy and would be the primary decision-maker for leadership hires within the security org.

Shane Williams

Chief Technology OfficerHiring influence: ModerateStated publiclyHigh confidence

As CTO, he oversees the broader technology organization under which security operations are traditionally integrated.

People are recorded only from public sources. Where a role in the hierarchy is inferred rather than stated, CLI labels it so you can weigh it yourself.

Approach

Open any live role below for its full approach path: the likely hiring owner, the decision circle around them, and the strongest route in.

Security organization

Estimated team size10–25 peopleModerate confidence

The CISO reports to the Chief Technology Officer, aligning security closely with product development and infrastructure. The organization maintains dedicated pods for security engineering and risk management.

Major functions

Cloud Security OperationsCyber Risk ManagementProduct SecuritySecurity EngineeringIdentity and Access Management (IAM)

Maturity indicators

  • Established C-level Security Leadership
  • SOC 2 Type II Compliance
  • ISO 27001 Certification
  • Cloud-native architecture focus (AWS/Azure)

CAIS maintains a high maturity level consistent with a fintech platform handling alternative investments for wealth management, evidenced by recent executive appointments and compliance certifications.

Organization figures are CLI estimates, not disclosures. High confidence

Technologies observed

ISO 27001Framework1 posting
SOC 2Framework1 posting

Extracted verbatim from this employer's security postings. Absence from this list does not mean the tool is not in use.

Open cyber leadership roles

Chief Information Security Officer

CAIS · Financial Services

Not stated · Hybrid

$270,000 – $320,000 base, disclosed

Employer title: Chief Information Security Officer (CISO)

Enterprise CISO

CLI Career Level

69

Opportunity

Solid · Last verified 1 hour ago

Cyber Leadership Index compiles these dossiers from public sources and the employer's own postings. Inferred figures are labelled with a confidence level; anything CLI cannot establish is shown as unknown rather than estimated. Last refreshed September 17, 2026.