We Thrive Where Finance and Technology Meet Innovation

It takes a uniquely talented team to deliver a fintech platform that levels the playing field for independent wealth managers and financial advisors. CAIS has cultivated subject matter experts across alternative investments, capital markets, technology, marketing and operations to deliver an unparalleled investment experience. We are proud to introduce our team and encourage you to contact any member that can be of assistance.

Alternative Investments

Our dedicated Alternative Investment team is comprised of regionally focused product specialists working closely with advisors to implement alternative investment strategies in client portfolios.