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

Press Release

February 10, 2015

Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers

CAIS was named the “Best Wealth Solution” at the 2015 Private Asset Management Awards presented in New York City earlier this month. These prestigious awards, now in their fifth year, recognize excellence and innovation in the wealth management industry.

“Our goal in launching CAIS was to harness disruptive technology to democratize access to the best investment solutions for the independent wealth management channel,” said Matt Brown, CAIS Co-Founder and CEO. “This award reflects how deeply our offering has resonated with wealth managers and it makes me even more excited about our plans for the future of the CAIS platform.”

Award nominees were subjected to rigorous judging from a panel of industry professionals selected for their industry expertise, wealth of experience and absence of conflicts. In addition to evaluating the CAIS business model, usage metrics and overall platform volume, the judges evaluated CAIS’ innovations such as broadening its alternative funds menu and expanding its capital markets offerings.

The CAIS solution offers wealth managers access to a diversified menu of funds and products, including hedge funds, private equity funds, liquid alternatives, equity & debt syndicate, structured notes, and precious metals. As the first multi-product marketplace for the independent wealth management industry, CAIS is leveling the playing field between large institutions and their smaller, resource-constrained competitors.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

CAIS provides advisors with access to a broad selection of alternative investment strategies, including private equity, private debt, real estate, infrastructure, hedge funds, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler. CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 4,250 wealth management firms that reach more than 54,000 advisors overseeing $6.7 trillion in network assets. CAIS has headquarters located in New York, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

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