CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge
Press Release
Consortium of Leading Investment Firms Back Platform’s Future
CAIS, the leading financial technology platform connecting financial advisors with alternative investments, today announced that advisor adoption rates and total transactions were up over 100% year to date, with fund volume increasing by over 200%. Additionally, the largest number of unique funds and strategies are being accessed by advisors in CAIS’s history, demonstrating the power of the platform’s holistic alternative investment solution.
“We achieved this growth by delivering real value to the users on both sides of our marketplace,” said CAIS Founder & CEO Matt Brown. “Advisors seek improved access and education on alternatives, and asset managers desire new shareholders. We continue to hit the mark on both fronts.”
Additionally, CAIS received growth capital from a consortium of the leading alternative investment managers including Angelo Gordon, Canyon Partners, CIM Group, Crescent Capital, and GoldenTree Asset Management. This new investment provides CAIS with meaningful resources to expand the platform’s products, services, and overall user experience.
“We evaluate many marketplace platforms and believe CAIS’s technology, team and vision are second to none,” said Kyle Zasky, partner at SenaHill, the leading fintech merchant bank. “We are impressed by their continued growth, and SenaHill is pleased to participate in this investor consortium.”
Compared to the large wirehouse wealth management firms, independent financial advisors often lack the resources to offer a comprehensive alternative investment program for their clients. CAIS is empowering the independent advisor community to compete with the larger wealth institutions by offering access to premiere alternative funds with low investment minimums, independent due diligence through Mercer, and streamlined execution and reporting.
“Since inception, our mission has been to level the playing field and support the success of the independent advisor community,” said Matt Brown. “Our success and capital raise allow us to double down on that mission.”
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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