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The leading alternative investment platform empowering 6,500+ unique advisor firms / teams

As the leading alternative investment platform that unites financial advisors with asset managers on a digital marketplace, CAIS has created an experience that removes many of the common barriers of accessing alternative investment solutions.

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Contact us to find out more about our alternative investment platform.

AS FEATURED IN
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Advisor Group Taps CAIS to Build Customized Alternatives Platform

May 05, 2022
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Franklin Adds Strategies to Alts Platform to Lure RIAs

May 19, 2022
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CAIS Snags $1.1Billion Valuation With Reverence Investment

April 06, 2022

CAIS is the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale.
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Access

Advisors can now access a variety of alternative investment solutions including digital assets, hedge funds, private equity, real estate, and structured notes, all in one place.
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Efficiency

By leveraging the digitized experience of the CAIS Platform, facilitating transactions in alternative investment solutions has never been easier. Gone are many of the manual processes once so cumbersome.
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Outcomes

By having access to a diversified suite of investment solutions, advisors can aim to build better portfolios for their clients.

Contact us to find out more about our alternative investment platform.

Contact Us to Learn More

HEAR FROM CAIS' CEO, MATT BROWN
FREQUENTLY ASKED QUESTIONS
What type of products are available on the CAIS Platform?

CAIS provides financial advisors with a broad selection of alternative investment solutions including hedge funds, private equity, private credit, real estate and structured notes.

How can I learn more about alternative investments and structured products?

CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and potentially improve client conversations. CAIS IQ helps financial advisors learn about alternative investments in just minutes a day, leveling up their knowledge and accelerate their business.

Can CAIS help with transacting and reporting?

CAIS is committed to empowering financial advisors through a streamlined process that makes it simple to allocate to alternative investments and transact at scale.

The CAIS Platform has a built-in subscription processing system with electronic subscription documents, AML/KYC smart logic and e-signature capabilities, helping to ensure client conversations are always about investments and never about documents.

Contact us to find out more about our alternative investment platform.



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This communication is for informational and educational purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy, any security or investment product. It does not purport to completely describe any security, investment product or service. CAIS does not provide any investment planning, legal, regulatory, tax, compliance or other advice and neither the Information, nor any prior or subsequent communications from or with CAIS or its representatives, should be construed as any such advice. Investment advisors and all investors should ensure that they have independently obtained sufficient information to ascertain the legal, financial, tax and regulatory consequences of any investments they consider. CAIS Capital, LLC and its affiliates (together “CAIS”) are not fiduciaries or advisors with respect to any financial services or products mentioned herein. The Information is subject to change, may be revised without notice, does not purport to be a complete description of any security, investment product or service, and should not be relied upon as the basis for an investment decision or for any other purposes whatsoever. Past performance is not a guarantee of future results. © 2022 CAIS LLC. All Rights Reserved.

© 2022 CAIS