Warburg Pincus Selects CAIS for Access to the Independent Wealth Channel

Press Release

December 13, 2022 • by CAIS

CAIS Expands Private Equity Offering with Top Alts Manager

New York (BUSINESSWIRE) – December 13, 2022 – CAIS, the leading alternative investment platform, today announced Warburg Pincus, a leading global private equity firm with nearly $85 billion in assets under management, has selected CAIS to expand its reach to independent financial advisors.

CAIS, through this collaboration, will onboard a selection of Warburg Pincus’s funds to its platform, where they will be accessible to its vast independent advisory firms and teams. Like most products and strategies onboarded to CAIS, these private equity funds will undergo third-party due diligence conducted by Mercer.

“As independent advisors seek to include more alternative investment strategies into their clients’ portfolios, we are pleased to help accomplished firms like Warburg Pincus make their products and strategies more widely available to the private wealth channel,” said Matt Brown, Founder and CEO of CAIS. “Warburg Pincus, with their storied history and scale, shares our goal of providing alternative investment access to the independent wealth channel.” 

Warburg Pincus seeks to benefit from CAIS’ data-rich dashboard, which helps measure product interest and engagement from wealth management professionals using the platform. The firm will also receive access to CAIS IQ, CAIS’ tech-enabled education offering, which empowers independent financial advisors to seek to master various alternative investments and better understand the role they play in client portfolios. 

“This partnership helps us introduce our fund strategies to a wider audience of financial advisors and their clients,” said Chip Kaye, CEO of Warburg Pincus. “Having already served the independent wealth management ecosystem for more than a decade, CAIS provides the reach, knowledge, and technology stack required to bridge the gap between alternative asset managers and fiduciary professionals representing the best interests of retail investors.”

This announcement follows a recently-published CAIS-Mercer survey, which found that nearly nine in 10 financial advisors intend to increase their allocations to alternative asset classes over the next two years. The study also found that 89% of alternative asset managers and other financial professionals surveyed have identified the private wealth channel as a greater priority for their firm compared to two years ago.

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 Warburg Pincus

Warburg Pincus LLC is a leading global growth investor. The firm has more than $85 billion in assets under management. The firm’s active portfolio of more than 255 companies is highly diversified by stage, sector, and geography. Warburg Pincus is an experienced partner to management teams seeking to build durable companies with sustainable value. Founded in 1966, Warburg Pincus has raised 21 private equity and 2 real estate funds, which have invested more than $107 billion in over 1,000 companies in more than 40 countries. The firm is headquartered in New York with offices in Amsterdam, Beijing, Berlin, Hong Kong, Houston, London, Luxembourg, Mumbai, Mauritius, San Francisco, São Paulo, Shanghai, and Singapore. For more information please visit www.warburgpincus.com. Follow us on LinkedIn.