Investment Platforms

CAIS

New York (headquarters) | Los Angeles | Austin | San Francisco | London
300+ employees

CAIS is an alternative investment platform that provides financial advisors with a broad selection of alternative investment strategies.

Strategies covered include hedge funds, private equity, private credit, real estate and structured notes.

CAIS also provides a learning system, CAIS IQ, that provides advisors with education on alternatives.

Most funds listed on CAIS undergo due diligence and monitoring by Mercer, and Mercer diligence reports and fund ratings are available to advisors on the CAIS platform.

CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting.

CAIS was founded in 2009. Its platform is used by 8,300+ advisor firms/teams who oversee more than $3 trillion in assets. Since its inception, CAIS has facilitated $21+ billion in transaction volume.

Last checked or updated:
7/18/2023