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

February 10, 2015

Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers

CAIS was named the “Best Wealth Solution” at the 2015 Private Asset Management Awards presented in New York City earlier this month. These prestigious awards, now in their fifth year, recognize excellence and innovation in the wealth management industry.

“Our goal in launching CAIS was to harness disruptive technology to democratize access to the best investment solutions for the independent wealth management channel,” said Matt Brown, CAIS Co-Founder and CEO. “This award reflects how deeply our offering has resonated with wealth managers and it makes me even more excited about our plans for the future of the CAIS platform.”

Award nominees were subjected to rigorous judging from a panel of industry professionals selected for their industry expertise, wealth of experience and absence of conflicts. In addition to evaluating the CAIS business model, usage metrics and overall platform volume, the judges evaluated CAIS’ innovations such as broadening its alternative funds menu and expanding its capital markets offerings.

The CAIS solution offers wealth managers access to a diversified menu of funds and products, including hedge funds, private equity funds, liquid alternatives, equity & debt syndicate, structured notes, and precious metals. As the first multi-product marketplace for the independent wealth management industry, CAIS is leveling the playing field between large institutions and their smaller, resource-constrained competitors.

About CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

All funds listed on CAIS undergo Mercer’s independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab and Pershing, making investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere.

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

Press Contact
Tony Fassi
Jones-Dilworth, Inc.
(512) 826-3428
[email protected]