Vision
CAIS is the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale.

Read Our Story

Outcome oriented products1.

Many alternative investments are driven by non-traditional risk and return dynamics. As a result, alternatives can provide a portfolio with diversification, enhanced returns and supplemental income over the long term2.

Enhance Returns
Private Equity, Hedge Funds,
Structured Notes & More
Diversify Risk
Hedge Funds, Private Real Estate,
Structured Notes & More
Supplement Income
Private Credit, Private Real Estate,
Structured Notes & More
Access
Learn
Diligence
Transact

Access delivers opportunity.

"Gaining seamless access to top-tier alternatives really levels the playing field for us. We can now compete with the most resourced wealth management firms to enhance client outcomes and win business.”

Learn More

Learning drives earning.

“After evaluating competing platforms, CAIS’s unparalleled commitment to education made partnering with them a top priority. CAIS IQ gives advisors a powerful competitive advantage. It’s a game-changer!”

Learn More

Diligence is peace of mind.

“Mercer’s objective, independent diligence and ratings standards gives me peace of mind knowing that every fund on the platform has gone through a rigorous due diligence process. I know I can trust Mercer to support me in fulfilling my fiduciary obligation.”

Learn More

Transacting made simple.

“CAIS has transformed all the manual, time consuming processes of subscribing and reporting on alternative investment funds. CAIS has made it simple to transact at scale allowing me to focus on my clients.”

Learn More

Platform Vibrancy
10
B+
Transaction Volume
3,200
Unique Advisor Firms / Teams
1.2
T+
Network Assets4

Empowering financial advisors.

CAIS News

Stay Informed

Browse opportunities

We seek to help you find the right fit for your clients' goals.

Risk diversifier Return enhancer Income supplement Hedge funds Private equity Real estate Private credit Structured investments

Leveling access to alternatives.

CAIS Selected to Join the Schwab Alternative Investment Marketplace Platform™

CAIS brings access to a broad menu of alternative investment strategies, a streamlined workflow, and a personalized learning system for mastering alternative investments.

An Introduction to Distressed Debt & Credit Investing

Distressed debt and credit is a rapidly growing sector of the private equity and hedge fund universe.

Income Alternatives in a Zero Interest Rate World

Interest rates in most of the developed world are at historical lows, presenting new challenges to investors.

Terms, Privacy Policy, Finra Brokercheck©, Form CRS
Copyright 2020