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Jefferies & Co Wealth Management Adopts CAIS

Press Release

CAIS, the leading independent exchange for in-demand financial products servicing the global wealth management industry, is pleased to announce that Jefferies & Company Wealth Management has selected the CAIS to broaden its menu of top-tier alternative investment funds. The addition of CAIS provides Jefferies with a competitive end-to-end solution bringing diverse product selection to meet advisor and client demand for alternative funds.

“We are pleased that Jefferies has selected the CAIS solution to meet the alternative investment needs of their advisors. We look forward to providing them with access to the best third party alternative funds and the needed operational support,” said Matt Brown, Managing Principal of CAIS. “CAIS empowers independent wealth advisors and private banks to compete for clients and new advisors by providing an end-to-end alternative investment solution.

Through a secure web-based interface, CAIS will provide Jefferies advisors access, ongoing support and independent due diligence to a menu of offshore and U.S. alternative investment funds. CAIS also conforms to the existing Jefferies platform architecture and reporting protocol and integrates with the firm’s custodian, Pershing.

An independent, full-service securities and investment banking firm, Jefferies has served companies and their investors for nearly 50 years, operating in more than 25 cities around the world. The integration of the CAIS platform provides Jefferies with a competitive end-to-end solution, bringing immediate scale and product selection to meet advisor and client demand for alternative investments.

About CAIS

CAISis 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 hedge funds, private equity, private debt, real estate, infrastructure, 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 34,000 advisors who oversee more than $4.5 trillion in network assets. Since its inception, CAIS has facilitated over $30 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.   



Nadia DamouniEmail address

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