Transforming the world of alternative investing

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, and a broad spectrum of service providers across the wealth management ecosystem. We navigated the established financial system, introduced new and innovative technology, pioneered new pathways for transacting, and launched the first independent alternative investment platform capable of empowering the unique needs of both financial advisors and asset managers.

Our ideas resonated, and thousands of financial advisors who control trillions of end client capital joined our platform for improved access and efficiency to alternative investments funds and products.

Alternative asset managers too have recognized that the fragmented financial advisor community, while challenging for many to navigate, represents an untapped opportunity to grow and diversify their investor base.

As a result, we’ve surmounted a big challenge: captivating an audience on both sides while building the critical infrastructure to support facilitating transactions at scale and delivering both an end-to-end solution and customized experience.