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  • 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 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
  • 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 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
  • What’s Behind the Recent Growth in Private Markets Secondaries? - CAIS
    More information about CAIS Advisors, including its investment strategies, fees, and objectives, are fully described in the firm’s Form ADV Part 2, which is available by calling (212) 300-9350, or by visiting the Investment Adviser Public Disclosure
  • CAIS Live Conversations: Building With Alts - CAIS
    Welcome to CAIS Live Conversations: Building With Alternatives, the podcast that dives into individual journeys and big ideas shaping wealth management with alternatives Listen to RIA leaders and asset management executives share unique stories about how they are working to increase access to alternative investments—powered by leading-edge
  • 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
  • CAIS Expands Investment Solutions Suite Through Newly Formed Capital . . .
    CAIS Capital Markets will centralize existing structured investments solutions, hedging and monetization, and managed solutions referral services, with CAIS Capital’s structured investments trade execution capabilities
  • Alternative Investing Platform for Independent Wealth - CAIS
    CAIS Solutions Learn how our technology allows you to centralize all your alternative investment funds—no matter where you find them—and streamline operational workflows as you aim to win new clients, capture wallet share, and strengthen client relationships





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