CAIS Recognized as “Best Wealth Solution” by Private Asset Management
Press Release
Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers
CAIS was named the “Best Wealth Solution” at the 2015 Private Asset Management Awards presented in New York City earlier this month. These prestigious awards, now in their fifth year, recognize excellence and innovation in the wealth management industry.
“Our goal in launching CAIS was to harness disruptive technology to democratize access to the best investment solutions for the independent wealth management channel,” said Matt Brown, CAIS Co-Founder and CEO. “This award reflects how deeply our offering has resonated with wealth managers and it makes me even more excited about our plans for the future of the CAIS platform.”
Award nominees were subjected to rigorous judging from a panel of industry professionals selected for their industry expertise, wealth of experience and absence of conflicts. In addition to evaluating the CAIS business model, usage metrics and overall platform volume, the judges evaluated CAIS’ innovations such as broadening its alternative funds menu and expanding its capital markets offerings.
The CAIS solution offers wealth managers access to a diversified menu of funds and products, including hedge funds, private equity funds, liquid alternatives, equity & debt syndicate, structured notes, and precious metals. As the first multi-product marketplace for the independent wealth management industry, CAIS is leveling the playing field between large institutions and their smaller, resource-constrained competitors.
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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