Press Release

CAIS Forms Strategic Partnership with State Street and Mercer

CAIS Partners with Industry Leaders to Provide Independent Alternative Solution

CAIS, a New York based financial technology company providing an independent, alternative investments platform to the wealth management industry, is pleased to announce the formation of a strategic relationship with State Street and Mercer Investment Consulting to further improve the institutional strength of the CAIS offering.

“By partnering with State Street and Mercer, CAIS delivers both an institutional quality operational protocol and independent fund due diligence to the wealth management community”, said Matt Brown, Managing Principal of CAIS. “We are committed to working with best-in-class service providers to offer a truly independent platform that not only provides access to third-party alternative investment funds, but also serves as a fully outsourced solution for global wealth advisors.”

Mercer Investment Consulting provides both investment and operational due diligence on all platform funds including ongoing monitoring while State Street provides administration, custody and reporting services.

“The combination of these two globally recognized and respected firms allows CAIS to deliver an unparalleled solution to the global wealth management community,” Mr. Brown said.

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 7,400+ unique advisor firms/teams who oversee more than $3T+ in network assets. Since its inception, CAIS has facilitated over $20B+ 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

Securities offered through CAIS Capital LLC, member FINRASIPC.



Nadia Damouni

[email protected]

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