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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 pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides 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 withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help 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. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit

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



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