In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere. We built trusted relationships with financial advisors, asset managers, bank issuers, and a broad spectrum of service providers across the wealth management ecosystem.

Founded in 2009, CAIS, a fintech leader, is transforming the world of alternative investing. For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share.

CAIS is the leading platform for alternative investments and structured products. We are transforming alternative investing for the independent wealth management community.

Mar 12, 2025 · Private markets secondaries experienced a surge in 2024, with global transaction volume reaching $162 billion—a 45% increase from 2023 and surpassing the previous record of $132 billion in 2021. 1 Fueled by a mix of factors, including continued liquidity needs from limited partners (LPs), a narrowing bid-ask spread, strong investor demand for diversified portfolios, and record levels of ...

Through CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and independent broker-dealers can centralize and scale all their alternative investment operations in one place.

New York, NY – January 11, 2022 - CAIS, the leading alternative investment platform, today announced a $225 million round of funding led by Apollo (NYSE: APO) and Motive Partners ("Motive"), with additional investment from Franklin Templeton (NYSE: BEN), which values CAIS at more than $1 billion.

Mar 28, 2023 · CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

NEW YORK – January 16, 2025 – CAIS, the leading alternative investment platform for independent financial advisors, today announced its 2025 lineup for CAIS Live – a series of in-person events designed to foster a deeper understanding of alternative investments.

Guest: Matt Brown, Founder of CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

A nationwide events series tailored to advisors representing hundreds of the leading RIAs and IBDs. Join us across the US in 2025 at CAIS Live.