CAIS to Launch Secondary Marketplace for Private Funds in Partnership with LODAS Markets

LODAS Markets will integrate secondary trading into the CAIS platform, providing advisors an avenue of liquidity for private market funds.

NEW YORK, NY – October 14, 2025 – CAIS, the leading alternative investment platform for financial advisors, today announced it has entered into a strategic partnership with LODAS Markets to launch a secondary marketplace for private funds. The alliance will integrate LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisors with an additional avenue of liquidity and flexibility for alternative investments.

By uniting CAIS’ Marketplace with LODAS’ secondary trading technology, the partnership establishes a single, streamlined entry point for advisors to access and execute secondary transactions at scale. The integrated solution is expected to launch in the first quarter of 2026, marking a transformative step forward in how private market allocations are managed across wealth management.

“Introducing secondary trading on our platform to our network of over 62,000 advisors who oversee $7 trillion in client assets represents a major step forward in helping them unlock new opportunities and solutions for their clients,” said Matt Brown, Founder and CEO of CAIS. “For the first time, advisors will be able to access both primary and secondary alternative investments in one place. Bringing these markets together reflects our commitment to building transformative technology that enhances access, transparency, and liquidity while empowering advisors to expand private market allocations.”

LODAS’ platform is purpose-built for the wealth management community, combining an integrated user experience with full-stack secondaries capabilities. As a proven operator focused on U.S. independent advisors, LODAS delivers turnkey infrastructure that simplifies trading and expands investment choice. With this integration, advisors can now offer end clients both primary and secondary access to alternatives on one platform.

“LODAS built cutting-edge technology to power secondary market liquidity, and CAIS created the most significant marketplace in our industry for alternative investments,” said Brian King, Founder and CEO of LODAS Markets. “Integrating these two platforms will redefine how advisors access, trade, and manage private market opportunities, bringing scale, efficiency, and transparency to an ecosystem ready for transformation.”

The news was announced during the 2025 CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alternatives managers taking place in Beverly Hills on October 13-16, 2025. For more information on CAIS events and to learn how to register to attend, please visit www.caisgroup.com/events.

Completion of the strategic partnership is contingent upon required regulatory approval.

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