Transforming the world of alternative investing

In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere. We built trusted relationships with financial advisors, asset managers, bank issuers, and a broad spectrum of service providers across the wealth management ecosystem. We navigated the established financial system, introduced new and innovative technology, pioneered new pathways for transacting, and launched the first independent alternative investment platform capable of empowering the unique needs of both financial advisors and asset managers.

Our ideas resonated, and thousands of financial advisors who control trillions of end client capital joined our platform for improved access and efficiency to alternative investments and structured notes. 

Alternative asset managers and bank issuers too have recognized that the fragmented financial advisor community, while challenging for many to navigate, represents an untapped opportunity to grow and diversify their investor base.

As a result, we’ve surmounted a big challenge: captivating a robust network by providing the critical technology infrastructure that enables an end-to-end customizable experience.

Please join us in transforming the world of alternative investing.