Mariner
Read how Mariner is leveraging the CAIS platform to scale access to structured investments and private markets across the organization.
Case Studies
Experiences From the CAIS Community
Get our users' views of real-world transformations, streamlined processes, and enhanced outcomes.
Hear From Those Who Work With Us
Discover real-world success stories from our users, featuring optimized workflows and enhanced results.
Firm Name
Solutions Used
Wealth Partners Alliance
As interest in private markets grew, Wealth Partners Alliance needed a solution to bridge the knowledge gap. With CAIS, they gained the education, access, and operational confidence to bring alternatives to their financial advisors.
Schechter Investment Advisors
Discover how Schechter Investment Advisors leveraged CAIS Marketplace to streamline alternative investments, enhance efficiency, and expand their client access.
BSW Wealth Partners
Discover how CAIS helped BSW Wealth Partners optimize transaction processes for their private markets investments.
Sequoia Financial
Jack Zhang, Chief Financial Strategist at Sequoia Financial Group, explains how his RIA firm pursued a hybrid model, leveraging their in-house experience and working with CAIS to provide access to their chosen alternative investments.
Hornor, Townsend and Kent
Learn how CAIS bridged gaps in technology, access, and education enabling HTK’s advisors to facilitate end-to-end transactions in alternative investments.
Consilium Wealth Advisory
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.
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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