Focus Financial Partners Expands Relationship with CAIS to Scale and Centralize Alternative Investment Offerings

CAIS’ streamlined alts operating system selected as partner of choice for Focus Investment Partners program

NEW YORK, NY – September 12, 2024 – CAIS, the leading alternative investment platform for independent financial advisors, announced today an expanded relationship with Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms that collectively oversee more than $400B in client assets. This expanded relationship makes CAIS the preferred provider to consolidate Focus’ alternative investment offerings, processes, and data management onto a single operating system.   

“CAIS has been integral to helping us scale our alternative investment offerings and capabilities to meet the unique needs of our advisor network for over a decade,” said Michael Nathanson, CEO of Focus. “We are excited about the opportunity in private markets and continue to see CAIS as the partner of choice as Focus expands its technology stack to further streamline our growing alternative investments platform.”  

The expanded partnership, led by Focus' newly created Focus Investment Partners program, leverages CAIS' one-platform solution to power Focus’ access to third-party funds, launch proprietary Focus investment offerings, and consolidate existing funds and historical positions. CAIS will streamline the alternative investment lifecycle—across the pre-trade, trade, and post-trade stages—through automated processes, comprehensive reporting, and streamlined data integration.   

“Expanding our collaboration with Focus underscores their trust in our single, integrated platform, as well as our shared dedication to meeting the evolving needs of Focus advisors and their end-clients," said Matt Brown, Founder and CEO of CAIS. “For over a decade, we've been deeply committed to building relationships and tailoring solutions to the unique needs of firms in the Focus partnership. With this expansion, our single alts operating system and client-focused service are well-positioned to support them in the next stage of their alternative investment journey.”  

Matt Brown recently sat down with Michael Nathanson to discuss the evolution of Focus and the expanded CAIS partnership. To view the discussion, click here.  

Michael Nathanson is among the prominent wealth management leaders speaking at the third annual CAIS Alternative Investment Summit, the industry's marquee event for financial advisors, alternative asset managers, and bank issuers. The summit will take place October 14-17 at The Beverly Hilton in Los Angeles, California. To view the agenda and inquire about joining, click here. 

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