CAIS is a financial technology company dedicated to transforming the world of alternative investments for independent financial advisors. Founded in 2009, the company's mission is to democratize access to asset classes like hedge funds, private equity, private credit, real estate, and structured notes, which were traditionally reserved for large institutional investors. The CAIS platform provides a comprehensive solution that includes a curated marketplace of funds, independent due diligence from Mercer, educational resources through CAIS IQ, and a streamlined, end-to-end digital transaction process to simplify workflows for the wealth management community.

Founded in

United States