Press Releases and Awards

Press

CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel

Sep 22, 2022 • by CAIS

Press

Davidson Kempner Partners with CAIS to Support Access to Independent Wealth Channel

Sep 15, 2022 • by CAIS

News

Shane Williams, CAIS' Chief Technology and Product Officer, Was Awarded Chief Technology Officer of the Year at The WealthManagement's 2022 Industry Awards

Sep 9, 2022 • by CAIS

Press

Mariner Wealth Advisors Selects CAIS to Scale Alternative Investment Capabilities

Sep 8, 2022 • by CAIS

News

CAIS named in Top 100 Financial Technology Companies 2022 by Financial Technology Report

Aug 17, 2022 • by CAIS

Press

HilltopSecurities Partners with CAIS to Expand Advisor Access to Alternative Investments

Aug 2, 2022 • by CAIS

News

Dynamic Announces Strategic Partnership with CAIS

Jul 12, 2022 • by CAIS

Press

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors

Jun 30, 2022 • by CAIS

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CAIS Receives Strategic Investment from Hamilton Lane

Jun 28, 2022 • by CAIS

Press

Retail Access to Alternative Investments Top of Mind for Financial Advisors, CAIS Survey Finds

Jun 21, 2022 • by CAIS

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CAIS and Franklin Templeton Expand Partnership to Drive Alternative Investment Access and Education

May 18, 2022 • by CAIS

Press

Advisor Group Selects CAIS for Alternative Investment Access and Education

May 5, 2022 • by CAIS

News

CAIS included on the 2022 WealthTech100 list of world’s most innovative technology solution providers

Apr 20, 2022 • by CAIS

Press

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

Apr 19, 2022 • by CAIS

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CAIS Announces $100 Million Investment from Reverence Capital Partners

Apr 6, 2022 • by CAIS

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CAIS Announces Members of CAIS Advisory Council

Apr 4, 2022 • by CAIS

Press

CAIS Executives Join Forbes Thought Leadership Councils

Feb 23, 2022 • by CAIS

Press

Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership

Feb 10, 2022 • by CAIS

Press

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation

Jan 11, 2022 • by CAIS

Press

CAIS Appoints George Davies as Head of Data

Nov 15, 2021 • by CAIS

Press

CAIS Appoints Abby Salameh as Chief Marketing Officer

Nov 4, 2021 • by CAIS

Press

CAIS and Digital Asset Partner

Oct 18, 2021 • by CAIS

Press

CAIS collaborates with the Milken Institute

Oct 14, 2021 • by CAIS

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CAIS Expands Independent Broker-Dealer Relationships with Alts Education

Sep 28, 2021 • by CAIS

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CAIS Wins 2021 WealthManagement.com Industry Award for Alternative Investment Platform

Sep 21, 2021 • by CAIS

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CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

Sep 10, 2021 • by CAIS

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CAIS Welcomes Apollo to SALT NY Alternative Investments Track

Sep 9, 2021 • by CAIS

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CAIS Welcomes Galaxy Digital to SALT NY Alternative Investments Track

Sep 8, 2021 • by CAIS

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CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

Sep 7, 2021 • by CAIS

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CAIS Welcomes Monroe Capital to SALT NY Alternative Investments Track

Sep 2, 2021 • by CAIS

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CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track

Sep 1, 2021 • by CAIS

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CAIS Welcomes Axonic to SALT NY Alternative Investments Track

Aug 31, 2021 • by CAIS

Press

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Aug 17, 2021 • by CAIS

Press

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Aug 4, 2021 • by CAIS

News

RIA INTEL | Snackable (and Genuine) Learning With ‘Netflix Magic’ Could Change Wealth Management

Aug 4, 2021 • by RIA Intel

Press

CAIS Proud to Serve as Exclusive Sponsor for Alternative Investments Track at SALT NY

Jul 8, 2021 • by CAIS

Press

MERGERMARKET: CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

May 24, 2021 • by CAIS

News

MERGERMARKET | CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

May 24, 2021 • by CAIS

Press

CAIS Announces New Integration with Addepar for Seamless Alternatives Transaction Reporting

Mar 18, 2021 • by CAIS

Press

Structured Solutions Show Dramatic Volume Growth on the CAIS Platform

Jan 21, 2021 • by CAIS

Press

CAIS Expands Board of Directors with Technology Leadership

Jan 13, 2021 • by CAIS

Press

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

Dec 3, 2020 • by CAIS

Press

CAIS Announces $50M Equity Investment

Nov 19, 2020 • by CAIS

News

REUTERS | Boehly's Eldridge invests in financial technology firm CAIS

Nov 18, 2020 • by CAIS

News

BARRON’S | Pershing boosts alts capabilities for advisors

Aug 25, 2020 • by CAIS

Press

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Aug 25, 2020 • by CAIS

News

WEALTHMANAGEMENT.COM | The Alternative Path Forward

Aug 25, 2020 • by CAIS

News

RIA INTEL | The Game-Changer for Education

Aug 17, 2020 • by CAIS

Press

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Aug 13, 2020 • by CAIS

News

FINANCE MAGNATES | CAIS & Galaxy Digital: This Moment is Crucial for FAs in Crypto

Jul 20, 2020 • by CAIS

Press

Galaxy Digital and CAIS Partner to Provide Institutional – Quality Digital Assets Access and Education for Financial Advisors

Jun 16, 2020 • by CAIS

Press

CAIS Surpasses $10B in Transaction Volume and Successfully Adapts to the New Normal

Jun 4, 2020 • by CAIS

Press

CAIS Selected to Join the Schwab Alternative Investment Marketplace Platform™

Apr 2, 2020 • by CAIS

Press

National Holdings Corporation Selects CAIS to Expand Alternative Investment Access and Education

Mar 5, 2020 • by CAIS

Press

CAIS Launches Artificial Intelligence Learning Platform, CAIS IQ, to Transform How Financial Advisors Learn About Alternative Investments

Nov 5, 2019 • by CAIS

Press

CAIS Continues Senior Leadership Expansion with Andrew Smith Lewis Joining as Chief Innovation Officer

Sep 12, 2019 • by CAIS

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CAIS Launches Insurance Solutions in Partnership with Schechter

Aug 15, 2019 • by CAIS

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CAIS Announces Recipient of the Inaugural 2019 CAIS Game Changer Award

Jul 2, 2019 • by CAIS

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CAIS Continues to Enhance Platform Experience with Integration Partner PCR

Jun 20, 2019 • by CAIS

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New CAIS Advisory Council Members Bring Insights to Advisor Usage of Alternative Investments

Jun 4, 2019 • by CAIS

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CAIS Strengthens Senior Leadership Team with Four Key Additions

May 22, 2019 • by CAIS

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CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge

May 7, 2019 • by CAIS

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CAIS Adds Two Industry Influencers to Advisory Council

Mar 19, 2019 • by CAIS

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Rockefeller Capital Management Selects CAIS to Expand Advisor Access to Alternative Investment Funds

Dec 11, 2018 • by CAIS

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CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services

Oct 30, 2018 • by CAIS

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BB&T Securities Selects CAIS to Expand Alternative Investment Access for Advisors

Oct 16, 2018 • by CAIS

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CAIS and Bluerock Form Partnership to Bring Interval Fund Access to Independent Wealth Channel

May 9, 2018 • by CAIS

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Industry Leaders Join CAIS Advisory Council to Advance Platform

Dec 5, 2017 • by CAIS

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CAIS Strengthens Finance and Product Teams with New Leadership

Nov 30, 2017 • by CAIS

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CAIS Wins 2017 Wealth Management Industry Award for Second Consecutive Year As Platform Surpasses $5 Billion Milestone

Oct 23, 2017 • by CAIS

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Baird Selects CAIS as Enterprise Alternative Investment Platform for Advisors

May 17, 2017 • by CAIS

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CAIS Charts Expansion As Platform Volume Surpasses $3.5 Billion

Dec 7, 2016 • by CAIS

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CAIS Wins WealthManagement.com Industry Award for Hedge Funds/Private Equity

Oct 17, 2016 • by CAIS

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Orion and CAIS Team Up to Offer Streamlined Portfolio Construction and Performance Reporting Workflow

May 26, 2016 • by CAIS

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Envestnet | Tamarac Announces Integration with CAIS

Mar 23, 2016 • by CAIS

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Envestnet | PMC Offers Access to CAIS for Delivery of Alternative Investment Funds to Advisors

Nov 11, 2015 • by CAIS

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CAIS Reimagines Platform With New Chief Technology Officer

Jul 30, 2015 • by CAIS

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CAIS and Mercer Bring Institutional Private Equity Solution to Wealth Management

Jun 18, 2015 • by CAIS

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CAIS Recognized as “Best Wealth Solution” by Private Asset Management

Feb 10, 2015 • by CAIS

Press

CAIS Launches Multi-Issuer Structured Notes Solution for Advisors

Nov 20, 2014 • by CAIS

Press

Hightower and CAIS Bring Impact Investing To Advisor Community

May 22, 2014 • by CAIS

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CAIS, Citi and Atlantic Fund Services Announce Collaboration on Turnkey Solution to Launch Alternative Mutual Funds

Feb 5, 2014 • by CAIS

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Fidelity and CAIS form Strategic Alliance to Provide Access to Alternative Investment Funds

Oct 28, 2013 • by CAIS

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CAIS Expands Product Menu with Capital Markets Syndicate Offering

Sep 10, 2013 • by CAIS

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Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management

Mar 12, 2013 • by CAIS

Press

CAIS and Goldman Sachs Seek to Increase RIA Access to Structured Products

Feb 26, 2013 • by CAIS

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CAIS Integrates MSCI’s RiskMetrics HedgePlatform

Dec 18, 2012 • by CAIS

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CAIS Launches First Online Exchange For Wealth Management Industry

Dec 11, 2012 • by CAIS

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CONCERT Wealth Management Selects CAIS

Jul 23, 2012 • by CAIS

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HighTower Releases Enhanced HOST Platform: Built by Advisors For Advisors

May 23, 2012 • by CAIS

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CAIS Expands Product Offering to Include Precious Metals

Mar 14, 2012 • by CAIS

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CAIS Announces Strategic Partnership with Focus Financial Partners

Nov 3, 2011 • by CAIS

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CAIS Selected as Finalist in Private Banker International Awards

Oct 13, 2011 • by CAIS

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CAIS Speaks at Deloitte Hedge Fund Conference

Oct 11, 2011 • by CAIS

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CAIS Hosts Series of Educational Sessions and Annual Dinner

Sep 27, 2011 • by CAIS

Press

CAIS Co-Founder to Speak at INSITE™ 2011, Pershing’s Financial Solutions Conference

May 26, 2011 • by CAIS

Press

CAIS Joins DTCC AIP Reporting Protocol

Feb 10, 2011 • by CAIS

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Jefferies & Co Wealth Management Adopts CAIS

Jan 11, 2011 • by CAIS

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CAIS Expands Hedge Fund Menu

Jan 14, 2010 • by CAIS

Press

CAIS Forms Strategic Partnership with State Street and Mercer

Jan 4, 2010 • by CAIS

CAIS in the News

Awards

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Media Kit