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  • Transforming the World of Alternative Investing - CAIS
    CAIS is the leading alternative investment platform, providing investors with streamlined access to private equity, hedge funds, structured notes, and more
  • Alternative Investing Solution for Independent Wealth - CAIS
    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
  • Our Company - CAIS
    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
  • 2025 Report: The State of Alternative Investments in Wealth Management
    Discover key insights from the third annual CAIS-Mercer Alternative Investment Survey, where hundreds of financial advisors shared their perspectives on allocating to alternative investments
  • Alternative Investing Platform for Independent Wealth - CAIS
    CAIS Solutions Learn how our technology allows you to centralize all your alternative investment funds—no matter where you find them—and streamline operational workflows as you aim to win new clients, capture wallet share, and strengthen client relationships
  • Alternative Investing Education With CAIS IQ
    Our interactive learning tool, CAIS IQ, is designed to help independent financial advisors build confidence and lead more valuable client conversations about alternatives As part of the CAIS platform, CAIS IQ allows you to learn relevant alternative investing concepts at your own pace
  • CAIS Live Conversations: Building With Alts - CAIS
    Welcome to CAIS Live Conversations: Building With Alternatives, the podcast that dives into individual journeys and big ideas shaping wealth management with alternatives Listen to RIA leaders and asset management executives share unique stories about how they are working to increase access to alternative investments—powered by leading-edge
  • Alternative Investments for Financial Advisors - CAIS
    Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available across a spectrum of accreditation levels Browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about alternative strategies via our
  • CAIS Launches Alternative Investments Models Marketplace for Advisors . . .
    CAIS Advisors Models – A suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors LLC, featuring alternative investment products available on the CAIS Marketplace Launching in Q2 2025, these models will leverage CAIS’ proprietary model technology, built to deliver efficiency and flexibility when financial advisors
  • What’s Behind the Recent Growth in Private Markets Secondaries? - CAIS
    More information about CAIS Advisors, including its investment strategies, fees, and objectives, are fully described in the firm’s Form ADV Part 2, which is available by calling (212) 300-9350, or by visiting the Investment Adviser Public Disclosure





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