Press Release

CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge

Consortium of Leading Investment Firms Back Platform’s Future

CAIS, the leading financial technology platform connecting financial advisors with alternative investments, today announced that advisor adoption rates and total transactions were up over 100% year to date, with fund volume increasing by over 200%. Additionally, the largest number of unique funds and strategies are being accessed by advisors in CAIS’s history, demonstrating the power of the platform’s holistic alternative investment solution.

“We achieved this growth by delivering real value to the users on both sides of our marketplace,” said CAIS Founder & CEO Matt Brown. “Advisors seek improved access and education on alternatives, and asset managers desire new shareholders. We continue to hit the mark on both fronts.”

Additionally, CAIS received growth capital from a consortium of the leading alternative investment managers including Angelo Gordon, Canyon Partners, CIM Group, Crescent Capital, and GoldenTree Asset Management. This new investment provides CAIS with meaningful resources to expand the platform’s products, services, and overall user experience.

“We evaluate many marketplace platforms and believe CAIS’s technology, team and vision are second to none,” said Kyle Zasky, partner at SenaHill, the leading fintech merchant bank. “We are impressed by their continued growth, and SenaHill is pleased to participate in this investor consortium.”

Compared to the large wirehouse wealth management firms, independent financial advisors often lack the resources to offer a comprehensive alternative investment program for their clients. CAIS is empowering the independent advisor community to compete with the larger wealth institutions by offering access to premiere alternative funds with low investment minimums, independent due diligence through Mercer, and streamlined execution and reporting.

“Since inception, our mission has been to level the playing field and support the success of the independent advisor community,” said Matt Brown. “Our success and capital raise allow us to double down on that mission.”

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. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

CAIS also provides an industry-leading learning system, CAIS IQ, to help 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, which make investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRASIPC.

Contact

For CAIS

Nadia Damouni

[email protected]

Want to learn more?

For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.

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