CAIS Recognized as “Best Wealth Solution” by Private Asset Management
Press Release
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 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 www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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