We believe access to alternatives comes with a greater responsibility to learn about the potential risks and benefits of these investments. capital integration systems llc Through CAIS IQ, we provide educational materials designed to help financial advisors gain confidence and make informed decisions with their clients. Capital Integration Systems LLC (doing business as CAIS) is an American fintech company that provides platform solutions related to alternative investments in the private markets. Financial advisors and larger independent wealth management firms can leverage the features of either our turnkey CAIS Marketplace or our customizable SaaS technology, CAIS Solutions, throughout the pre-trade, trade, and post-trade experience.
Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available to a spectrum of eligible investors. Browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about alternative strategies via our on-demand online learning experience, CAIS IQ. Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers. Our ideas resonated, and thousands of financial advisors who control trillions of end client capital joined our platform for improved access and efficiency to alternative investments and structured notes.
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Offer your advisors access to the CAIS platform—customized exclusively for them—to overcome barriers to entry in alternative investing. With our time-saving technology features, educational resources, due diligence via Mercer, and our dedicated support, advisors in your network can start scaling their alternative investment allocations and potentially attract more client assets. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ. Expand your advisors’ investment options with products from globally recognized asset managers and bank issuers. Your advisors can select from products already offered on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our help building your own custom fund.
The Alternative Investing Solution for Your Network
A new era of access is underway—we’ve combined world-class technology with an industry-leading client experience to deliver alternative investments and structured notes more efficiently than ever before. Our platform connects independent financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. Capital Integration Systems LLC, also known as CAIS, a financial technology company, offers an independent and alternative investment platform to the global private banking and wealth management industries. The company's Web-based interface provides advisors a menu of individual funds, strategy information, independent due diligence reports, and a schedule of manager road-shows and educational events.
The Ongoing Journey of Alternative Investment Education
“We are excited to invest in CAIS, one of the fintech leaders transforming alternative investment access for wealth management. At Apollo, we want more individuals to access alternative strategies and companies like CAIS help to bridge the gap between asset managers and advisors through their growing platform. We believe this latest funding round will support the company’s continued growth and success,” said Marc Rowan, Co-Founder and CEO of Apollo. For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share. For asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors. If you work in the home office of a broker-dealer, a large RIA aggregator, or a bank and trust company with multiple advisor teams, branches, and offices, you may recognize the complexity of scaling alternative investing.
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Through CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and independent broker-dealers can centralize and scale all their alternative investment operations in one place. Use time-saving features—such as automated customer profiles, digitized documentation, AML/KYC smart logic, CAIS DocuSign, and integrations with custodians and third-party reporting providers—for all your alternative investment funds. Give advisors in your network the flexibility to receive extensive structured note education, gain access to bank issuer offerings, the opportunity to curate bespoke strategies, and take advantage of full lifecycle support. Our industry-leading technology and the support of our dedicated team empower you to define your advisors’ alternative investing experience. Alternative asset managers and bank issuers too have recognized that the fragmented financial advisor community, while challenging for many to navigate, represents an untapped opportunity to grow and diversify their investor base.
- CAIS streamlines the end-to-end transaction process through digitized subscriptions and integrated reporting with major custodians and reporting providers, simplifying investing in alternatives and structured notes.
- Alternative assets are expected to make up to 24% of the global investable market by 2025, according to the Chartered Alternative Investment Analyst Association, up from 12% in 2018.
- Financial advisors and larger independent wealth management firms can leverage the features of either our turnkey CAIS Marketplace or our customizable SaaS technology, CAIS Solutions, throughout the pre-trade, trade, and post-trade experience.
- Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
Alternative assets are expected to make up to 24% of the global investable market by 2025, according to the Chartered Alternative Investment Analyst Association, up from 12% in 2018. CAIS has doubled its headcount in the last year to meet demand, as transaction volume has increased by 65 percent year-over-year with the number of platform users increasing by 60 percent. Building on that momentum, CAIS will use the proceeds of this financing round to fuel further advancements in technology, enhance the customer experience, invest in the digitization of product operations and processes, and explore strategic opportunities. CAIS streamlines the end-to-end transaction process through digitized subscriptions and integrated reporting with major custodians and reporting providers, simplifying investing in alternatives and structured notes. Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem. All funds listed on the CAIS Marketplace undergo an independent review by Mercer,2 a leader in institutional investment and operational due diligence. Whether you're looking to access the CAIS platform, have questions about hosting your fund, or need information on our events and careers, we're here to help.
- Our industry-leading technology and the support of our dedicated team empower you to define your advisors’ alternative investing experience.
- Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
- Your advisors can select from products already offered on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our help building your own custom fund.
- Building on that momentum, CAIS will use the proceeds of this financing round to fuel further advancements in technology, enhance the customer experience, invest in the digitization of product operations and processes, and explore strategic opportunities.
- At Apollo, we want more individuals to access alternative strategies and companies like CAIS help to bridge the gap between asset managers and advisors through their growing platform.
It serves registered investment advisors, broker-dealers, private banks, and other financial intermediaries. In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere. We built trusted relationships with financial advisors, asset managers, bank issuers, and a broad spectrum of service providers across the wealth management ecosystem. We navigated the established financial system, introduced new and innovative technology, pioneered new pathways for transacting, and launched the first independent alternative investment platform capable of empowering the unique needs of both financial advisors and asset managers. CAIS brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments.
Designed for Independent Wealth:
CAIS partners with you to make it easier for your advisors to access alternatives and for you to monitor their investments. Collaborate with our team to define the alternative investing experience you desire for your network—one that complements your business strategy, investment philosophy, risk controls, technology, and operations. “CAIS has built a unique marketplace for alternatives through a commitment to excellent service and education.
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