Key Takeaways
- • AE Wealth Management launched AE Private Exchange, a private markets platform powered by CAIS and exclusively available to AE Wealth's network of advisors.
- • The platform gives advisors access to a curated menu of private market providers across private equity, real estate, private credit, hedge funds, and structured investments.
- • The launch integrates into AE Wealth's existing advisor ecosystem, adding enhanced due diligence, home office oversight, and educational resources.
- • CAIS describes the offering as a white-labeled private markets experience combining its technology with AE Wealth's model portfolios, custodial connectivity, and TAMP capabilities.
Summary
AE Wealth Management, an SEC-registered investment adviser and turnkey asset management platform serving independent financial advisors nationwide, announced the launch of AE Private Exchange, according to a Business Wire release dated November 5, 2025. The platform is powered by CAIS, the alternative investment platform for independent financial advisors, and is restricted to AE Wealth Management's advisor network.
The company positions the platform as a scalable technology solution and a curated menu of private market providers designed to help advisors incorporate alternative investments into client portfolios. The release states that the platform integrates with the existing AE Wealth advisor ecosystem and centralizes workflows, with the stated goal of reducing administrative time for advisors. Advisors gain access to an expanding selection of strategies spanning private equity, real estate, private credit, hedge funds, structured investments, and other non-traditional asset classes. AE Wealth says the platform also provides enhanced due diligence, robust home office oversight, and comprehensive educational resources.
AE Wealth Chief Investment Officer Ben Sullivan said the platform reflects the firm's commitment to client-focused solutions and that streamlined investment workflows and reporting will let advisors devote more time to strategic guidance. Brad Walker, President of CAIS, said the firm's technology, education, and access will be paired with AE Wealth's integrated model portfolios, custodial connectivity, and TAMP capabilities to deliver a white-labeled private markets experience. CAIS, founded in 2009 and headquartered in New York City, says it serves more than 2,000 wealth management firms supporting over 62,000 advisors who oversee approximately $7 trillion in end-client assets. The release did not disclose financial terms of the arrangement, assets under management for the platform, or the number of participating advisors.
The release includes standard risk disclosures noting that investing involves risk, including potential loss of principal, and that securities are offered through CAIS Capital LLC, member FINRA and SIPC.
The company positions the platform as a scalable technology solution and a curated menu of private market providers designed to help advisors incorporate alternative investments into client portfolios. The release states that the platform integrates with the existing AE Wealth advisor ecosystem and centralizes workflows, with the stated goal of reducing administrative time for advisors. Advisors gain access to an expanding selection of strategies spanning private equity, real estate, private credit, hedge funds, structured investments, and other non-traditional asset classes. AE Wealth says the platform also provides enhanced due diligence, robust home office oversight, and comprehensive educational resources.
AE Wealth Chief Investment Officer Ben Sullivan said the platform reflects the firm's commitment to client-focused solutions and that streamlined investment workflows and reporting will let advisors devote more time to strategic guidance. Brad Walker, President of CAIS, said the firm's technology, education, and access will be paired with AE Wealth's integrated model portfolios, custodial connectivity, and TAMP capabilities to deliver a white-labeled private markets experience. CAIS, founded in 2009 and headquartered in New York City, says it serves more than 2,000 wealth management firms supporting over 62,000 advisors who oversee approximately $7 trillion in end-client assets. The release did not disclose financial terms of the arrangement, assets under management for the platform, or the number of participating advisors.
The release includes standard risk disclosures noting that investing involves risk, including potential loss of principal, and that securities are offered through CAIS Capital LLC, member FINRA and SIPC.
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