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TECHNOLOGY PROVIDERS Alternative Investment Platforms
CAIS
Custom Funds
CAIS’ white label fund solutions – Custom Funds – allow financial advisors to outsource fund formation and operations management to the CAIS Platform, making these processes more time-efficient and cost-effective. In doing so, advisory firms can leverage the full breadth and scale of CAIS’ technology and operational infrastructure, while maintaining full investment decision-making autonomy. With poor public market performance prompting the private wealth channel to increasingly turn to alternative investments, CAIS saw record level demand in 2022 for these types of solutions among
independent broker-dealers (IBDs) and registered investment advisors (RIAs) – many of whom are seeking solutions to deliver enhanced returns, diversify risk, and supplement income for their clients.
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source. As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies. Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, is empowering over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume as the first marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco, and London. For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
www.caisgroup.com
172 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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