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Transforming the world of alternative investing

Welcome to CAIS

A new era of access is underway—we’ve combined world-class technology with an industry-leading client experience to deliver alternative investments and structured notes more efficiently than ever before. Our platform connects independent financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. 

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Our Story

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. 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 and structured notes. 

Alternative asset managers and bank issuers 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 a robust network by providing the critical technology infrastructure that enables an end-to-end customizable experience.

Please join us in transforming the world of alternative investing.

Transaction Volume
Network Assets*
*Total wealth management AUM of firms with access to CAIS.

“We are pleased to have selected a partner that shares our commitment to empower the independent wealth management community.”1

Marty Bicknell, President and CEO, Mariner Wealth Advisors

News & Press

Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem.  

See All CAIS News