Mariner Wealth Advisors Selects CAIS to Scale Alternative Investment Capabilities

Press Release

September 8, 2022 • by CAIS

Marty Bicknell, firm President and CEO, to Speak at the CAIS Alternative Investment Summit in October

NEW YORK - September, 8, 2022 - CAIS, the leading alternative investment platform for independent financial advisors, today announced its selection by Mariner Wealth Advisors, a privately held advisory firm with over $60 billion in assets under advisement, to provide a customized platform solution for the firm’s rapidly growing network of advisors. CAIS will offer access to a broad menu of alternative investment funds and products, as well as educational resources, end-to-end digitized transaction processing, and third-party reporting integrations.

“We are pleased to have selected a partner that shares our commitment to empower the independent wealth management community,” said Marty Bicknell, President and CEO of Mariner Wealth Advisors. “At a time when alternative investments are a main event, CAIS’ technology and team will provide our rapidly growing advisor base, and their clients, with a true competitive advantage.”

The collaboration between Mariner Wealth Advisors and CAIS integrates CAIS’s platform into the firm’s existing wealthtech ecosystem, creating a customized and seamless pre-trade, trade, and post-trade alternative investing experience. The firm’s advisors will receive access to a curated menu of diversified alternative investment products across asset classes and qualification levels including private equity, private real estate, private credit, venture capital, and hedge funds. CAIS will also assist in the launch of proprietary funds and multi-manager funds managed by Mariner Wealth Advisors, while also enabling the firm to add their own sourced third-party funds to the platform for centralized monitoring, transacting, and reporting.

“This important partnership with Mariner Wealth Advisors ensures that their financial advisors have the necessary tools to meet client demand for alternative investments, while improving operational efficiency,” said Matt Brown, Founder and CEO at CAIS. “Our unwavering focus on powering RIAs and IBDs has allowed us to understand their unique needs and, in turn, design the best solutions,” Brown continued.

With 69% of financial professionals citing a lack of educational resources as a barrier to private markets investing, Mariner Wealth Advisors’ wealth teams will also benefit from CAIS IQ, a proprietary alternative investment education platform that helps advisors learn faster and retain information longer. CAIS IQ also allows home office professionals to monitor financial advisors’ learning progress across foundational, asset-class themed and fund-specific courses, some of which are available for CE credits.

Bicknell is one of many wealth management leaders speaking at CAIS’s inaugural Alternative Investment Summit, a three-day thought leadership event taking place October 17-19 at the Beverly Hilton in Los Angeles, California. To learn more about the CAIS Alternative Investment and apply to join us, click here.

About CAIS

CAIS is 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 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 www.caisgroup.com.   

Securities offered through CAIS Capital LLC, member FINRA, SIPC.  

About Mariner Wealth Advisors

Mariner Wealth Advisors, a privately held national advisory firm, offers 360° advice designed to last today and beyond. The firm’s wealth advisors collaborate with in-house teams including tax, trust and investment management to create personalized wealth management plans for individual and business clients. This integrated approach to wealth management helps simplify clients’ lives. Founded in 2006, Mariner Wealth Advisors and its affiliates have over $114 billion¹ in assets under advisement.

¹As of 6/30/23