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

Sep 21st, 2021

CAIS recognized as the leading marketplace where advisors and asset managers engage and transact at scale

New York, NY, September 21st, 2021 - CAIS, the leading alternative investment platform, today announced it has won the 2021 WealthManagement.com Industry Award for Alternative Investment Platform. The award was issued as part of the 2021 WealthManagement.com Industry Awards (the “Wealthies”).

The Wealthies honor individuals, organizations, and companies providing significant support to financial advisors. This year’s program attracted more than 900 entries from 346 companies. CAIS was recognized for their outstanding achievement as the leading alternative investment platform by providing financial advisors access to an evolving menu of funds and products, as advisors seek to increase their allocation to alternative investments. CAIS also provides CAIS IQ, a personalized learning platform that leverages artificial intelligence and machine learning to help financial advisors learn faster and remember longer.

“WealthManagement.com and CAIS share a commitment to empowering financial advisors with the tools and knowledge they need to allocate to alternative investments,” said Matt Brown, Founder & CEO of CAIS. “We are honored to have been recognized as the leading alternative investment platform by the industry and remain committed to supporting the wealth management community by democratizing access to alternative investments.”

This award comes during a year of record growth as CAIS deploys the capital from the Eldridge $50M equity investment. Year-to-date, CAIS has doubled its team with a core focus on technology to accelerate its position as a fintech leader. More than 100 alternative investment funds and products are listed on the platform and since inception, CAIS has facilitated over $13 billion in transaction volume from the RIA and broker-dealer channels. This industry award recognition demonstrates the transformative impact of CAIS’ customizable end-to-end alternative investment solution.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.

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, digital assets, 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 empowers over 4,200+ unique advisor firms/teams who oversee more than $2T+ in network assets. Since inception, CAIS has facilitated over $13B+ in transaction volume. CAIS is the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale.

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

Media Contact
Nadia Damouni
[email protected]