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CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios

March 24, 2025 • by CAIS

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CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division

April 14, 2025

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Press

CAIS Names Tim Shannon and Brad Walker as Co-Presidents

February 26, 2025

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CAIS Announces 2025 Nationwide Event Lineup for Advisor Education

January 16, 2025

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J.P. Morgan Asset Management Partners With CAIS to Expand Advisor Access to Alternatives

December 12, 2024

Awards

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SPi Awards 2023

2023

2023 Finovate Award Winner for Best Alternative Investments Solution

2023

2023 Money Management Institute/Barron’s Industry Award

2023

2023 ThinkAdvisor Luminaries Class of 2023

2023

2023 WealthManagement.com 2023 Industry Awards

Archive

Press

CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division

April 14, 2025 • by CAIS

Press

CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios

March 24, 2025 • by CAIS

Press

CAIS Names Tim Shannon and Brad Walker as Co-Presidents

February 26, 2025 • by CAIS

Press

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

February 19, 2025 • by CAIS

Press

CAIS Announces 2025 Nationwide Event Lineup for Advisor Education

January 16, 2025 • by CAIS

Press

J.P. Morgan Asset Management Partners With CAIS to Expand Advisor Access to Alternatives

December 12, 2024 • by CAIS

Press

New CAIS and Mercer Survey Reveals Widespread Adoption of Alternative Investments Among Financial Advisors

December 9, 2024 • by CAIS

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CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives

December 3, 2024 • by CAIS

Press

CAIS to Launch Customizable Model Portfolios, Multi-Manager Registered Solutions, and Portfolio Construction Tools for Advisors

October 15, 2024 • by CAIS

Press

Serena Williams and Kevin Costner Take the Mainstage at Third Annual CAIS Summit

October 8, 2024 • by CAIS

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CAIS Broadens Offerings from Leading Alternative Asset Managers

September 19, 2024 • by CAIS

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Focus Financial Partners Expands Relationship with CAIS to Scale and Centralize Alternative Investment Offerings

September 12, 2024 • by CAIS

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CAIS Appoints New Chief Technology Officer to Drive Unified Operating System for Alternative Investments

September 5, 2024 • by CAIS

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CAIS Platform Sees Rising Advisor Demand for Structured Notes

June 20, 2024 • by CAIS

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MassMutual Taps CAIS to Expand Advisor Access to Alternative Investments

May 29, 2024 • by CAIS

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CAIS Hosts Third Annual Alternative Investment Summit for Independent Advisors

May 16, 2024 • by CAIS

Press

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

May 9, 2024 • by CAIS

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CAPTRUST Selects CAIS to Centralize and Streamline All Alternative Investments

April 23, 2024 • by CAIS

Press

Baird Selects CAIS to Centralize All Alternative Investments Onto One Platform

April 10, 2024 • by CAIS

News

Orion and CAIS Join Forces to Expand Alts Access for Advisors

March 7, 2024 • by CAIS

Press

RIA Industry Veteran David Canter Joins CAIS as Strategic Advisor

February 1, 2024 • by CAIS

Press

CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors

January 17, 2024 • by CAIS

Press

CAIS - Mercer Survey Finds Advisor Demand Accelerating for Alternative Investments

December 5, 2023 • by CAIS

Press

CAIS and BNY Mellon’s Pershing Expand Collaboration to Provide Advisors Access to a Large Selection of Alts Funds with No Custody or Transaction Fees

November 30, 2023 • by CAIS

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CAIS Launches New SaaS Platform for Advisors to Centralize and Streamline Alternative Investment Workflows

October 24, 2023 • by CAIS

Press

CAIS Announces Final Speaker Lineup for Marquee Event Bringing Together Top Independent Advisors and Alternative Asset Managers

October 13, 2023 • by CAIS

Press

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

September 14, 2023 • by CAIS

Press

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

September 5, 2023 • by CAIS

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

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CAIS Receives Strategic Investment from Hamilton Lane

June 28, 2022 • by CAIS

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

June 21, 2022 • by CAIS

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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

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CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

September 10, 2021 • by CAIS

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CAIS Welcomes Apollo to SALT NY Alternative Investments Track

September 9, 2021 • by CAIS

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CAIS Welcomes Galaxy Digital to SALT NY Alternative Investments Track

September 8, 2021 • by CAIS

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CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

September 7, 2021 • by CAIS

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CAIS Welcomes Monroe Capital to SALT NY Alternative Investments Track

September 2, 2021 • by CAIS

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CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track

September 1, 2021 • by CAIS

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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

Press

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

May 24, 2021 • by CAIS

News

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

Press

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

August 25, 2020 • by CAIS

News

BARRON’S | Pershing boosts alts capabilities for advisors

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

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

June 4, 2019 • by CAIS

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CAIS Strengthens Senior Leadership Team with Four Key Additions

May 22, 2019 • by CAIS

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CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge

May 7, 2019 • by CAIS

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CAIS Adds Two Industry Influencers to Advisory Council

March 19, 2019 • by CAIS

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

December 11, 2018 • by CAIS

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CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services

October 30, 2018 • by CAIS

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

October 16, 2018 • by CAIS

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

May 9, 2018 • by CAIS

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Industry Leaders Join CAIS Advisory Council to Advance Platform

December 5, 2017 • by CAIS

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CAIS Strengthens Finance and Product Teams with New Leadership

November 30, 2017 • by CAIS

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

October 23, 2017 • by CAIS

For media and press inquires please contact Morgan Von Ahsen

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