- Transforming the World of Alternative Investing - CAIS
CAIS is the leading alternative investment platform, providing investors with streamlined access to private equity, hedge funds, structured notes, and more
- Our Company - CAIS
Founded in 2009, CAIS, a fintech leader, is transforming the world of alternative investing For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share
- Alternative Investing Solution for Independent Wealth - CAIS
Through CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and independent broker-dealers can centralize and scale all their alternative investment operations in one place
- CAIS Live: Connecting Independent Wealth Ecosystem - CAIS
A nationwide events series tailored to advisors representing hundreds of the leading RIAs and IBDs Join us across the US in 2025 at CAIS Live
- Alternative Investments for Financial Advisors - CAIS
Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available across a spectrum of accreditation levels Browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about alternative strategies via our
- CAIS Announces 2025 Nationwide Event Lineup for Advisor Education
NEW YORK – January 16, 2025 – CAIS, the leading alternative investment platform for independent financial advisors, today announced its 2025 lineup for CAIS Live – a series of in-person events designed to foster a deeper understanding of alternative investments
- 2025 Report: The State of Alternative Investments in Wealth Management
Discover key insights from the third annual CAIS-Mercer Alternative Investment Survey, where hundreds of financial advisors shared their perspectives on allocating to alternative investments
- Alternative Investing Education With CAIS IQ
Our interactive learning tool, CAIS IQ, is designed to help independent financial advisors build confidence and lead more valuable client conversations about alternatives As part of the CAIS platform, CAIS IQ allows you to learn relevant alternative investing concepts at your own pace
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