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CAIS Wins 2021 WealthManagement.com Industry Award for Alternative Investment Platform

Press Release

• by CAIS

New York, NY, September 21st, 2021 - CAIS, the leading alternative investment platform, today announced it has won the 2021 WealthManagement.com Industry Award for Alternative Investment Platform. The award was issued as part of the 2021 WealthManagement.com Industry Awards (the “Wealthies”).

The Wealthies honor individuals, organizations, and companies providing significant support to financial advisors. This year’s program attracted more than 900 entries from 346 companies. CAIS was recognized for their outstanding achievement as the leading alternative investment platform by providing financial advisors access to an evolving menu of funds and products, as advisors seek to increase their allocation to alternative investments. CAIS also provides CAIS IQ, a personalized learning platform that leverages artificial intelligence and machine learning to help financial advisors learn faster and remember longer.

“WealthManagement.com and CAIS share a commitment to empowering financial advisors with the tools and knowledge they need to allocate to alternative investments,” said Matt Brown, Founder & CEO of CAIS. “We are honored to have been recognized as the leading alternative investment platform by the industry and remain committed to supporting the wealth management community by democratizing access to alternative investments.”

This award comes during a year of record growth as CAIS deploys the capital from the Eldridge $50M equity investment. Year-to-date, CAIS has doubled its team with a core focus on technology to accelerate its position as a fintech leader. More than 100 alternative investment funds and products are listed on the platform and since inception, CAIS has facilitated over $13 billion in transaction volume from the RIA and broker-dealer channels. This industry award recognition demonstrates the transformative impact of CAIS’ customizable end-to-end alternative investment solution.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.

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

Form ADV

Securities offered through CAIS Capital LLC, member FINRA, SIPC. 

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For CAIS

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