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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

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides 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 withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS alternative investments marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 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.



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