CAIS
CAIS, founded in 2009 and based in New York City, is a financial technology platform that connects independent financial advisors with alternative asset managers and provides tools and educational resources.
Founding and Headquarters
CAIS was founded in 2009. The company is headquartered in New York City and operates global offices, positioning itself as a central player in the financial services industry.
Platform and Services
CAIS offers a platform designed to connect independent financial advisors with leading alternative asset managers. The platform facilitates transactions in various types of alternative investments, including hedge funds, private equity, private debt, real estate, and infrastructure. Advisors benefit from educational resources and operational tools provided through CAIS IQ.
Investment Review Process
All funds listed on the CAIS Marketplace undergo an independent review process conducted by Mercer. This ensures a level of diligence and vetting for the alternative investments available through the platform.
Annual Industry Event
CAIS hosts the CAIS Alternative Investment Summit annually. This event attracts industry professionals and serves as a hub for networking, learning, and discussing key trends and developments in the alternative investment sector.
Transaction Volume and Reach
CAIS has facilitated over $30 billion in transaction volume. The firm serves more than 32,000 advisors who collectively oversee assets exceeding $4 trillion. This emphasizes CAIS's significant impact and expansive reach within the financial advisory community.
CAIS Solutions
CAIS Solutions offers a customizable SaaS technology platform tailored for alternative investment operations. This tool is designed to streamline and enhance the operational processes for financial advisors managing alternative investments.