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CAIS Forms Strategic Partnership with State Street and Mercer

Press Release

CAIS Partners with Industry Leaders to Provide Independent Alternative Solution

CAIS, a New York based financial technology company providing an independent, alternative investments platform to the wealth management industry, is pleased to announce the formation of a strategic relationship with State Street and Mercer Investment Consulting to further improve the institutional strength of the CAIS offering.

“By partnering with State Street and Mercer, CAIS delivers both an institutional quality operational protocol and independent fund due diligence to the wealth management community”, said Matt Brown, Managing Principal of CAIS. “We are committed to working with best-in-class service providers to offer a truly independent platform that not only provides access to third-party alternative investment funds, but also serves as a fully outsourced solution for global wealth advisors.”

Mercer Investment Consulting provides both investment and operational due diligence on all platform funds including ongoing monitoring while State Street provides administration, custody and reporting services.

“The combination of these two globally recognized and respected firms allows CAIS to deliver an unparalleled solution to the global wealth management community,” Mr. Brown said.

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source. 

As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies. 

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler. 

Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit

Securities offered through CAIS Capital LLC, member FINRA, SIPC.



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