CAIS
HQ Address
527 Madison Avenue, 2nd Floor, New York, NY 10022, United States
Website Address
Business introduction
Transforming the world of alternative investing
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 company
Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Breaking down barriers in alternative investing
Founded in 2009, CAIS, a fintech leader, is transforming the world of alternative investing. For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share. For asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors.
CAIS Solutions
CAIS Capital Markets
Empower your portfolio with defined outcome solutions Structured investments Access structured investments through CAIS Capital Markets. Financial advisors can learn about various structure types, access calendar offerings, and CAIS Capital can refer advisors to bank issuers for bespoke structures. Take advantage of full lifecycle support, designed to help scale your business. Hedging and......
business needs
view solutionCAIS Compass
A tool for building portfolios with alternatives Get data-driven takeaways CAIS Compass is a technology tool that provides a framework to let you explore the historical impact of alternative asset classes on an investment portfolio—enabling you to analyze and consider new portfolios. Explore your options Use the tool to navigate your own alternative path......
business needs
- Business Intelligence & Practice Management
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
CAIS Custom Funds
With CAIS Custom Funds, you can leverage our technology to more efficiently put your investment management experience into practice potentially helping you to strengthen your existing client relationships and forge new ones. One custom vehicle for your Alts strategy Consolidate your fund operations Provide access to many funds through one vehicle, limiting paperwork,......
business needs
view solutionCAISey
CAISey builds on CAIS’ leading role in digitizing due diligence and education around alternative investing. Instant, conversational discovery Advisors can ask CAISey questions about products on the CAIS platform and receive clear responses in seconds. Comprehensive fund intelligence CAISey centralizes information from hundreds of thousands of fund documents, providing advisors with a point of......
business needs
- Business Intelligence & Practice Management
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
CAIS Marketplace
Through the CAIS Marketplace, you get turnkey access to our constantly evolving menu of alternative investment products—many with lower accreditation requirements or investment minimums. The only platform you need for alternative investments and structured notes Expand your alts access and streamline your alternative investing processes all at once with CAIS Marketplace. Robust, searchable......
business needs
view solutionCAIS Solutions
With CAIS Solutions, our software-as-a-service (SaaS) platform designed to fit the complex operational needs of the independent financial advisor, you can centralize and scale all your alternative investment strategies in one place—no matter where you find them. Aim to lessen your operational burdens All your alts funds It doesn’t matter if you found......
business needs
- Business Intelligence & Practice Management
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
Models Marketplace
By combining multiple strategies across alternative asset classes into a single, objectives-oriented portfolio, model portfolios can streamline how advisors consider private markets and hedge fund strategies. Introducing Models Marketplace Wealth firm model portfolios Access model portfolios developed by your firm and tailored to your end-clients' unique portfolio composition needs and investment goals. Asset manager......
business needs
- Business Intelligence & Practice Management
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
