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

CAIS Adds Two Industry Influencers to Advisory Council

CAIS Advisory Council Guides Platform on Future Needs and Expectation of Advisors. NEW YORK, Mar 19, 2019 – CAIS announced the addition of two industry veterans to the CAIS Advisory Council: Jim Patrick of Envestnet and Lee Beck of Kudu … Read more

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