2009 | Founded
NYC | Headquarters
4 | Global offices
Welcome to CAIS
Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Financial advisors and larger independent wealth management firms can leverage the features of either our turnkey CAIS Marketplace or our customizable SaaS technology, CAIS Solutions, throughout the pre-trade, trade, and post-trade experience.
CAIS streamlines the end-to-end transaction process through digitized subscriptions and integrated reporting with major custodians and reporting providers, simplifying investing in alternatives and structured notes.
We believe financial advisors should have the ability to access alternative investment products. Our experienced professionals stand ready to provide support and guidance.
We believe access to alternatives comes with a greater responsibility to learn about the potential risks and benefits of these investments. Through CAIS IQ, we provide educational materials designed to help financial advisors gain confidence and make informed decisions with their clients.
All funds listed on the CAIS Marketplace undergo an independent review by Mercer,2 a leader in institutional investment and operational due diligence.