Skip to content

CAIS in the News

Featured

CAIS Alternative Investment Summit Returns with Powerhouse Lineup of Speakers

June 7, 2023 • by CAIS

CAIS_Press Release Image_04102023_362x204.jpg

Press

Advisors Turn to White Label Funds as Demand for Alternative Investments Rise

April 11, 2023

362x204_CAIS_Brand Launch_Final.jpg

Press

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing

March 28, 2023

CAIS Survey_362 x 205.jpg

Press

Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds

November 15, 2022

CAIS_Graham_362 x 207.jpg

Press

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

February 23, 2023

Awards

2023

WealthTech 100 - 2023

2022

SPi Awards 2022

2022

2022 WealthManagement.com Industry Awards Winner

2022

HFM US Services Awards 2022 Shortlisted

2021

WealthManagement.com 2021 Industry Awards Winner

2021

Tech & WSL Awards 2020

2017

2017 Outstanding Achievement in Hedge Funds/Private Equity

2016

2016 Outstanding Achievement in Hedge Funds/Privaty Equity

2015

Private Asset Management - Best Wealth Solution

Archive

Press

CAIS Alternative Investment Summit Returns with Powerhouse Lineup of Speakers

June 7, 2023 • by CAIS

Press

Advisors Turn to White Label Funds as Demand for Alternative Investments Rise

April 11, 2023 • by CAIS

Press

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing

March 28, 2023 • by CAIS

Press

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

February 23, 2023 • by CAIS

Press

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

January 18, 2023 • by CAIS

Press

Warburg Pincus Selects CAIS for Access to the Independent Wealth Channel

December 13, 2022 • by CAIS

Press

Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds

November 15, 2022 • by CAIS

Press

Wealth Enhancement Group Selects CAIS to Expand its Alternative Investment Capabilities

October 13, 2022 • by CAIS

Press

CAIS Expands Advisory Council with Leading Executives from Independent Wealth Community

October 6, 2022 • by CAIS

Press

CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors

September 29, 2022 • by CAIS

Press

CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel

September 22, 2022 • by CAIS

Press

Davidson Kempner Partners with CAIS to Support Access to Independent Wealth Channel

September 15, 2022 • by CAIS

News

Shane Williams, CAIS' Chief Technology and Product Officer, Was Awarded Chief Technology Officer of the Year at The WealthManagement's 2022 Industry Awards

September 9, 2022 • by CAIS

Press

Mariner Wealth Advisors Selects CAIS to Scale Alternative Investment Capabilities

September 8, 2022 • by CAIS

News

CAIS named in Top 100 Financial Technology Companies 2022 by Financial Technology Report

August 17, 2022 • by CAIS

Press

HilltopSecurities Partners with CAIS to Expand Advisor Access to Alternative Investments

August 2, 2022 • by CAIS

News

Dynamic Announces Strategic Partnership with CAIS

July 12, 2022 • by CAIS

Press

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors

June 30, 2022 • by CAIS

Press

CAIS Receives Strategic Investment from Hamilton Lane

June 28, 2022 • by CAIS

Press

Retail Access to Alternative Investments Top of Mind for Financial Advisors, CAIS Survey Finds

June 21, 2022 • by CAIS

Press

CAIS and Franklin Templeton Expand Partnership to Drive Alternative Investment Access and Education

May 18, 2022 • by CAIS

Press

Advisor Group Selects CAIS for Alternative Investment Access and Education

May 5, 2022 • by CAIS

News

CAIS included on the 2022 WealthTech100 list of world’s most innovative technology solution providers

April 20, 2022 • by CAIS

Press

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

April 19, 2022 • by CAIS

Press

CAIS Announces $100 Million Investment from Reverence Capital Partners

April 6, 2022 • by CAIS

Press

CAIS Announces Members of CAIS Advisory Council

April 4, 2022 • by CAIS

Press

CAIS Executives Join Forbes Thought Leadership Councils

February 23, 2022 • by CAIS

Press

Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership

February 10, 2022 • by CAIS

Press

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation

January 11, 2022 • by CAIS

Press

CAIS Appoints Abby Salameh as Chief Marketing Officer

November 4, 2021 • by CAIS

Press

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

October 18, 2021 • by CAIS

Press

CAIS Wins 2021 WealthManagement.com Industry Award for Alternative Investment Platform

September 21, 2021 • by CAIS

Press

CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

September 10, 2021 • by CAIS

Press

CAIS Welcomes Apollo to SALT NY Alternative Investments Track

September 9, 2021 • by CAIS

Press

CAIS Welcomes Galaxy Digital to SALT NY Alternative Investments Track

September 8, 2021 • by CAIS

Press

CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

September 7, 2021 • by CAIS

Press

CAIS Welcomes Monroe Capital to SALT NY Alternative Investments Track

September 2, 2021 • by CAIS

Press

CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track

September 1, 2021 • by CAIS

Press

CAIS Welcomes Axonic to SALT NY Alternative Investments Track

August 31, 2021 • by CAIS

Press

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

August 17, 2021 • by CAIS

News

RIA INTEL | Snackable (and Genuine) Learning With ‘Netflix Magic’ Could Change Wealth Management

August 4, 2021 • by RIA Intel

Press

CAIS Proud to Serve as Exclusive Sponsor for Alternative Investments Track at SALT NY

July 8, 2021 • by CAIS

News

MERGERMARKET | CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

May 24, 2021 • by CAIS

Press

MERGERMARKET: CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

May 24, 2021 • by CAIS

Press

CAIS Announces New Integration with Addepar for Seamless Alternatives Transaction Reporting

March 18, 2021 • by CAIS

Press

Structured Solutions Show Dramatic Volume Growth on the CAIS Platform

January 21, 2021 • by CAIS

Press

CAIS Expands Board of Directors with Technology Leadership

January 13, 2021 • by CAIS

Press

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

December 3, 2020 • by CAIS

Press

CAIS Announces $50M Equity Investment

November 19, 2020 • by CAIS

News

REUTERS | Boehly's Eldridge invests in financial technology firm CAIS

November 18, 2020 • by CAIS

News

WEALTHMANAGEMENT.COM | The Alternative Path Forward

August 25, 2020 • by CAIS

News

BARRON’S | Pershing boosts alts capabilities for advisors

August 25, 2020 • by CAIS

Press

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

August 25, 2020 • by CAIS

News

RIA INTEL | The Game-Changer for Education

August 17, 2020 • by CAIS

News

FINANCE MAGNATES | CAIS & Galaxy Digital: This Moment is Crucial for FAs in Crypto

July 20, 2020 • by CAIS

Press

Galaxy Digital and CAIS Partner to Provide Institutional – Quality Digital Assets Access and Education for Financial Advisors

June 16, 2020 • by CAIS

Press

CAIS Selected to Join the Schwab Alternative Investment Marketplace Platform™

April 2, 2020 • by CAIS

Press

National Holdings Corporation Selects CAIS to Expand Alternative Investment Access and Education

March 5, 2020 • by CAIS

Press

CAIS Launches Insurance Solutions in Partnership with Schechter

August 15, 2019 • by CAIS

Press

CAIS Announces Recipient of the Inaugural 2019 CAIS Game Changer Award

July 2, 2019 • by CAIS

Press

CAIS Continues to Enhance Platform Experience with Integration Partner PCR

June 20, 2019 • by CAIS

Press

New CAIS Advisory Council Members Bring Insights to Advisor Usage of Alternative Investments

June 4, 2019 • by CAIS

Press

CAIS Strengthens Senior Leadership Team with Four Key Additions

May 22, 2019 • by CAIS

Press

CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge

May 7, 2019 • by CAIS

Press

CAIS Adds Two Industry Influencers to Advisory Council

March 19, 2019 • by CAIS

Press

Rockefeller Capital Management Selects CAIS to Expand Advisor Access to Alternative Investment Funds

December 11, 2018 • by CAIS

Press

CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services

October 30, 2018 • by CAIS

Press

BB&T Securities Selects CAIS to Expand Alternative Investment Access for Advisors

October 16, 2018 • by CAIS

Press

CAIS and Bluerock Form Partnership to Bring Interval Fund Access to Independent Wealth Channel

May 9, 2018 • by CAIS

Press

Industry Leaders Join CAIS Advisory Council to Advance Platform

December 5, 2017 • by CAIS

Press

CAIS Strengthens Finance and Product Teams with New Leadership

November 30, 2017 • by CAIS

Press

CAIS Wins 2017 Wealth Management Industry Award for Second Consecutive Year As Platform Surpasses $5 Billion Milestone

October 23, 2017 • by CAIS

Press

Baird Selects CAIS as Enterprise Alternative Investment Platform for Advisors

May 17, 2017 • by CAIS

Press

CAIS Charts Expansion As Platform Volume Surpasses $3.5 Billion

December 7, 2016 • by CAIS

Press

CAIS Wins WealthManagement.com Industry Award for Hedge Funds/Private Equity

October 17, 2016 • by CAIS

Press

Orion and CAIS Team Up to Offer Streamlined Portfolio Construction and Performance Reporting Workflow

May 26, 2016 • by CAIS

Press

Envestnet | Tamarac Announces Integration with CAIS

March 23, 2016 • by CAIS

Press

Envestnet | PMC Offers Access to CAIS for Delivery of Alternative Investment Funds to Advisors

November 11, 2015 • by CAIS

Press

CAIS Reimagines Platform With New Chief Technology Officer

July 30, 2015 • by CAIS

Press

CAIS and Mercer Bring Institutional Private Equity Solution to Wealth Management

June 18, 2015 • by CAIS

Press

CAIS Recognized as “Best Wealth Solution” by Private Asset Management

February 10, 2015 • by CAIS

Press

CAIS Launches Multi-Issuer Structured Notes Solution for Advisors

November 20, 2014 • by CAIS

Press

Hightower and CAIS Bring Impact Investing To Advisor Community

May 22, 2014 • by CAIS

Press

CAIS, Citi and Atlantic Fund Services Announce Collaboration on Turnkey Solution to Launch Alternative Mutual Funds

February 5, 2014 • by CAIS

Press

Fidelity and CAIS form Strategic Alliance to Provide Access to Alternative Investment Funds

October 28, 2013 • by CAIS

Press

CAIS Expands Product Menu with Capital Markets Syndicate Offering

September 10, 2013 • by CAIS

Press

Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management

March 12, 2013 • by CAIS

Press

CAIS and Goldman Sachs Seek to Increase RIA Access to Structured Products

February 26, 2013 • by CAIS

Press

CAIS Integrates MSCI’s RiskMetrics HedgePlatform

December 18, 2012 • by CAIS

Press

CAIS Launches First Online Exchange For Wealth Management Industry

December 11, 2012 • by CAIS

Press

CONCERT Wealth Management Selects CAIS

July 23, 2012 • by CAIS

Press

HighTower Releases Enhanced HOST Platform: Built by Advisors For Advisors

May 23, 2012 • by CAIS

Press

CAIS Expands Product Offering to Include Precious Metals

March 14, 2012 • by CAIS

Press

CAIS Announces Strategic Partnership with Focus Financial Partners

November 3, 2011 • by CAIS

Press

CAIS Selected as Finalist in Private Banker International Awards

October 13, 2011 • by CAIS

Press

CAIS Speaks at Deloitte Hedge Fund Conference

October 11, 2011 • by CAIS

Press

CAIS Hosts Series of Educational Sessions and Annual Dinner

September 27, 2011 • by CAIS

Press

CAIS Co-Founder to Speak at INSITE™ 2011, Pershing’s Financial Solutions Conference

May 26, 2011 • by CAIS

Press

CAIS Joins DTCC AIP Reporting Protocol

February 10, 2011 • by CAIS

Press

Jefferies & Co Wealth Management Adopts CAIS

January 11, 2011 • by CAIS

For media and press inquires please contact Nadia Damouni

Email addressProsek Partners