Private Equities
CAI

CAIS

Alternatives marketplace for independent wealth advisors.

Funds-of-Funds & Private WealthFirmNorth America
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Target market
Independent wealth advisors and their clients
Geography
North America

Overview

CAIS is an alternative-investment platform serving independent financial advisors and their clients with access to private equity, hedge funds and other alternatives. It combines a curated marketplace with education, due-diligence and streamlined operations.

Key facts

  • Marketplace focused on the independent-advisor channel
  • Pairs access with due-diligence and education
  • Streamlines alternatives operations for advisors
  • Headquartered in New York

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