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Burgiss and Caissa Complete Merger

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The Burgiss Group, LLC (“Burgiss”), a Hoboken, New Jersey based data and analytics provider for the private capital industry, today announced it has completed the merger with Caissa, LLC (“Caissa”), a leading provider of a multi-asset class analytics platform. The merger was originally announced on September 13, 2021.

Combined, the company has over 450 employees worldwide and is poised to meet the challenges institutional investors face in managing asset allocation, liquidity, exposures, performance, and risk while addressing compliance, ESG, and climate concerns.

“We celebrate this milestone of joining forces with Caissa and bringing our clients the best solutions across data, technology, and analytics,” said James Kocis, Founder and CEO of Burgiss.

“As a combined company, we are well-positioned for the exciting opportunities ahead. We look forward to our joint team accelerating innovation across data and tools supporting investment decisions,” said David Hsu, Co-Founder of Caissa.

About Burgiss

Burgiss is the global provider of investment decision support tools for private capital. Along with deep expertise in performance and risk measurement, our analytics platform and research-quality data help investment teams make better investment decisions. We serve over 1,000 firms in 36 countries, and our data covers over $8 trillion in private capital.

About Caissa

Caissa is the leading portfolio analytics software provider for endowments, foundations, family offices, pension funds, and outsourced CIOs. Founded in 2010, the Caissa team is committed to advancing technology solutions for institutional allocators. Caissa's client base consists of asset owners representing over $1.7 trillion in assets under management. For more information, please visit www.caissallc.com.

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Contact information

Susan Veksler [sveksler@burgiss.com]

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