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.

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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.”

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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!”

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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.”

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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.”

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Platform Vibrancy
13
B+
Transaction Volume
4,200
Unique Advisor Firms / Teams
2
T+
Network Assets4

CAIS News

Stay Informed

Leveling access to alternatives.

CAIS and Digital Asset Partner

New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity

CAIS collaborates with the Milken Institute

CAIS to livestream Milken Institute Global Conference to Wealth Management Community

CAIS Expands Independent Broker-Dealer Relationships with Alts Education

CAIS IQ empowers financial advisors and home offices with personalized alternative investment education, compliance, insights, and data analytics

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