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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
  • 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
  • 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
  • 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
  • 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
  • CAIS Launches Alternative Investments Models Marketplace for Advisors . . .
    CAIS Advisors Models – A suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors LLC, featuring alternative investment products available on the CAIS Marketplace Launching in Q2 2025, these models will leverage CAIS’ proprietary model technology, built to deliver efficiency and flexibility when financial advisors
  • Available on CAIS
    Discover alternative asset managers and bank issuers for CAIS members Learn more about who we work with, exclusively on CAIS
  • 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





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