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TRANSFORMING THE WORLD OF ALTERNATIVE INVESTING

Welcome to CAIS

A new era of access is underway—we’ve combined world-class technology with an
industry-leading client experience to deliver alternative investments and
structured notes more efficiently than ever before. Our platform connects
independent financial advisors with leading alternative asset managers,
empowering them to engage and transact on a massive scale. 





CHOOSE YOUR SITE BELOW TO GET STARTED


FINANCIAL ADVISOR 

Discover the benefits of a turnkey alternative investment and structured note
platform.


HOME OFFICE

Explore a customized alternative investment and structured note platform that
can meet your unique needs. 


ASSET MANAGER

Grow and diversify your investor base by accessing the independent wealth
channel.




OUR STORY

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.


Transaction Volume$30B+
Advisors34,000+
Network Assets*$4.5T+
*Total wealth management AUM of firms with access to CAIS.

> “We are pleased to have selected a partner that shares our commitment to
> empower the independent wealth management community.”1



Marty Bicknell, President and CEO, Mariner Wealth Advisors


NEWS & PRESS

Read our press releases or watch our latest media appearances to learn more
about how we’re transforming the alternative investment ecosystem.  

Press


CAIS PLATFORM SEES RISING ADVISOR DEMAND FOR STRUCTURED NOTES

June 20, 2024
Press


MASSMUTUAL TAPS CAIS TO EXPAND ADVISOR ACCESS TO ALTERNATIVE INVESTMENTS

May 29, 2024
Press


CAIS HOSTS THIRD ANNUAL ALTERNATIVE INVESTMENT SUMMIT FOR INDEPENDENT ADVISORS

May 16, 2024
Press


CAIS EXPANDS MARKETPLACE OFFERINGS WITH BLACKSTONE’S ALTERNATIVE INVESTMENT
STRATEGIES

May 9, 2024
See All CAIS News

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PRIVACY POLICY

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LEGAL

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 1. The quote provided is by a current platform user of CAIS who has received no
    compensation for this testimonial. Please note that no testimonial is
    necessarily representative of the experience of other users of CAIS or
    guarantees any future investment performance or success.

This website, and the information contained herein, is provided for discussion
purposes only and is not intended as, and may not be relied on in any manner as
legal, tax or investment advice, recommendations, or as an offer to sell, a
solicitation of an offer to purchase or recommendations of any interest in any
fund or security. Any such offer may only be made pursuant to the delivery of
formal offering documents. Past performance is not indicative of future results.
Alternative investments are complex, speculative investment vehicles and are not
suitable for all investors. An investment in an alternative investment entails a
high degree of risk and no assurance can be given that any alternative
investment's investment objectives will be achieved or that investors will
receive a return of their capital. The information contained herein is subject
to change and is also incomplete. The information contained herein is an opinion
only and should not be relied upon as the basis for an investment decision or
for any other purpose whatsoever. Information contained herein has been obtained
from sources believed to be reliable, but not guaranteed, and CAIS makes no
representation or warranties with respect to the information provided, and
assumes no liability for the information provided. Please note, CAIS and/or its
affiliates are paid a fee for the sale of private funds and strategies
facilitated through its platform. Furthermore, CAIS and/or its affiliates may be
paid a higher fee for funds and strategies that have the investment objective
addressed in herein, in relation to other funds and strategies. Any data and
firm information shown in the platform graphics is for illustrative purposes
only. Mercer's ratings generally signify their forward looking opinion of an
investment strategy's prospects for either outperforming a suitable benchmark or
achieving objectives over a time frame appropriate for that particular strategy.
CAIS Capital, LLC (member FINRA, SIPC) and its affiliates are not fiduciaries or
advisors with respect to any financial services or products mentioned herein.
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