Case Studies
Experiences From the CAIS Community
Get our users' views of real-world transformations, streamlined processes, and enhanced outcomes.
Transforming the world of alternative investing
See how CAIS empowers financial advisors and asset managers through access, education, and industry-leading technology.
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Hear From Those Who Work With Us
Discover real-world success stories from our users, featuring optimized workflows and enhanced results.
Balentine
Streamlining the Process
Ben Webb, Director of Manager Selection and Implementation at Balentine, walks through his process of allocating to alternative investments and shares how CAIS technology is helping his team focus on the important things.
Consilium Wealth Advisory
Education & Resources
From CAIS Live Dallas: Cliff Demarest, Managing Principal at Consilium Wealth Advisory, shares his views on how the CAIS’ platform, people resources, and educational tools have helped his firm thrive in the private market space.
Merit Financial Advisors
Easing the Burden
What can help an RIA grow their alts allocation? Joe Guidish, a Portfolio Manager at Merit Financial Advisors, shares his view on how CAIS is helping advisors access alternatives.
Sequoia Financial
Scaling via Custom Funds
Jack Zhang, Chief Financial Strategist at Sequoia Financial Group, explains how his RIA firm pursued a hybrid model, leveraging in-house expertise along with CAIS Custom Funds to provide faster access to their chosen alternative investments while minimizing fees.
Wealth Partners Alliance
Access & Networking
Brittany Smith, Managing Partner of Wealth Partners Alliance, shares how CAIS and events like CAIS Live are taking their business to the next level.