CAIS

CAIS is a leading financial technology platform committed to transforming the world of alternative investing by making it more efficient and accessible for independent financial advisors. Since its inception in 2009, CAIS has pioneered a robust platform that connects independent wealth managers with premier alternative asset managers and structured note bank issuers, addressing the historical challenge of fragmentation in this market. The firm delivers a turnkey solution, combining world-class technology with an industry-leading client experience that empowers financial advisors to engage and transact with alternative investments on a massive scale. This critical infrastructure has successfully captivated a robust network, positioning CAIS as a transformative force in the wealth management ecosystem.

The platform’s success is evidenced by its expansive reach, granting access to thousands of wealth management firms and over 62,000 independent financial advisors who collectively control trillions in end-client capital. CAIS’s technology provides an end-to-end, customizable experience, streamlining every aspect of the investment process. By integrating solutions for asset managers, home offices, and financial advisors, CAIS facilitates digital workflows for alternative investments and structured notes, which drastically improves access and efficiency. Innovations like CAISey, an AI solution, further demonstrate the company’s commitment to continuously improving the advisor experience and addressing industry pain points.

Beyond technology, CAIS is a significant source of market intelligence and education, reinforcing its role as a thought leader in the alternative investment space. The firm publishes extensive insights, including its annual survey on “The State of Alternative Investments in Wealth Management,” and offers educational resources, such as its popular podcast. By focusing on building trusted relationships with all ecosystem participants—including asset managers and bank issuers seeking to diversify their investor base through the independent wealth channel—CAIS continues to expand its platform and drive the shift of alternative investments from a niche offering to a normalized component of modern portfolios.

Contact Info:

Address: 527 Madison Avenue, 2nd Floor, New York, NY 10022
Phone: (212) 300-9350
Email: info@caisgroup.com
Website: www.caisgroup.com