Cais
“Can CAIS become the dominant marketplace and technology layer connecting independent financial advisors to alternative investment products at scale?”
HQNew York, NY
IndustryFintech / Investment
The story
CAIS is an alternative investment platform targeting independent financial advisors and wealth management firms, enabling access to alternative investment funds (hedge funds, private equity, private credit, real assets) alongside structured education. The platform sits at the intersection of fintech and wealth management infrastructure, providing technology to democratize alternatives for the advisor channel. Evidence is thin on specific embedded finance infrastructure beyond the privacy policy and a single customer-listing reference.
Last 12 months
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Product timeline
2021
Advisor Group selects CAIS as its alternative investment access and education platform partner, per IBS Intelligence coverage.· banking
The stack
Accounting gap: none