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Company: Wealth Partners Alliance
How Wealth Partners Alliance Built Advisor Confidence and Alts Knowledge
As interest in private markets grew, Wealth Partners Alliance needed a solution to bridge the knowledge gap. With CAIS, they gained the education, access, and operational confidence to bring alternatives to their financial advisors.
As demand for private markets continued to rise, Wealth Partners Alliance recognized the need to empower their advisors with greater clarity, education, and trust. By partnering with CAIS, the firm was able to bridge the knowledge gap around alternative investments, leaning on CAIS’ advisor-facing education and partnership with Mercer, a global leader in institutional investment and operational due diligence processes. The result is a more confident, informed approach to alts—one that allows Wealth Partners Alliance to meet rising expectations while positioning the firm for long-term growth in a rapidly evolving marketplace.
The Challenge
Bridging the Gap Between Client Interest and Advisor Confidence in Private Markets
For Wealth Partners Alliance, client demand for private market access has only grown stronger. “Many clients, especially here in Dallas, do want access to private markets,” shares Brittany Smith, Managing Partner, Wealth Partners Alliance. But with that growing interest came a challenge: how to gain access to alternative investments while ensuring advisors understood the nuances of these strategies.
The firm needed a way to bridge the knowledge gap by equipping advisors to have more informed conversations and to ultimately increase client comfort with a category that still felt new to many.
The Solution
Partnering With CAIS to Deliver Education, Due Diligence, and Trusted Access
By partnering with CAIS, Wealth Partners Alliance found more than just a platform; they found a partner willing to meet them where they were. “Just the willingness to help explain some of these details, explain the due diligence resources...all of that really allows our advisors and our clients to be more comfortable with this newer investment,” Smith explains.
With CAIS, the team gained direct access to education, third-party due diligence, and a curated menu of alternative investments—helping them elevate client conversations and instill deeper confidence across the board.
What’s Next
Elevating the Role of Alternatives in Every Client Relationship
Looking ahead, Wealth Partners Alliance sees alternative investments and their relationship with CAIS as core to their future. “I think this is what’s going to take us to the next level,” says Smith.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Wealth Partners Alliance are not affiliated companies. The speakers are current platform users of CAIS and have received no compensation for these testimonials. Please note that no testimonial is necessarily representative of the experience of other users of CAIS or guarantees any future investment performance or success.
Many clients, especially here in Dallas, they do want access to private markets. I think that the CAIS platform has helped us bridge the gap.
Brittany Smith, Managing Partner, Wealth Partners Alliance
How They Work With CAIS
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