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

CAIS Strengthens Senior Leadership Team with Four Key Additions

Top Finance and Technology Talent to Expand Alts Marketplace for Advisors and Managers NEW YORK, May 22, 2019 – CAIS, the leading financial technology platform connecting financial advisors with alternative asset managers, has added four senior-level team members to significantly … Read more

CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge

Consortium of Leading Investment Firms Back Platform’s Future NEW YORK, May 7, 2019 – CAIS, the leading financial technology platform connecting financial advisors with alternative investments, today announced that advisor adoption rates and total transactions were up over 100% year … Read more

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Media Contact

For general press inquiries, please contact Patty Buchanan from JConnelly at pbuchanan@jconnelly.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