The Financial World is Taking Notice

  • Platforms and exchanges such as CAIS provide true access to the best of the best of alternatives, and a leveling of the playing field with institutional investors.
  • Most independent wealth managers simply can’t afford to build alternative [investment] platforms that are sufficiently robust. And that’s where CAIS comes in.

Press

Industry Leaders Join CAIS Advisory Council to Advance Platform

Independent Advisors, Key Service Providers, and Market Innovators Commit to Evolution of CAIS NEW YORK—December 05, 2017— Following a year of record growth for its platform, and to further its commitment to serving the independent wealth management community, CAIS is … Read more

CAIS Strengthens Finance and Product Teams with New Leadership

Firm’s footprint to expand with the opening of Austin office, providing advisors with high-touch service in tandem with superior technology solutions NEW YORK—November 30, 2017— As CAIS continues to expand its solutions for the independent wealth management community, the firm … Read more

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Media Contact

For general press inquiries please contact Jami Schlicher, JCPR, at jschlicher@jcprinc.com or Andrew Jennings, JCPR, at ajennings@jcprinc.com.

Awards

  • BEST NEWCOMER AWARD
    2016 Fuse Awards
  • Winnner - Industry Award for Hedge Funds/Private Equity
    2016 WealthManagement.com Awards
  • Winner - Technology Innovation of the Year
    2013 Custody Risk America Awards
  • FINALIST - MOST INNOVATIVE COMPANY
    2013 American Business Awards
  • Winnner - Best Private Banking Systems Provider
    2012 World Finance Awards