Key Takeaways
- • CAIS, described as the leading alternative investment platform for independent financial advisors, launched an enterprise solution to integrate alternative investments into Turnkey Asset Management Platforms (TAMPs) and managed account platforms.
- • The turnkey operating system offers pre-trade, trade, and post-trade technology for both subscription-based and ticker-traded alternative funds, enabling a unified view of public and private investments.
- • Alternative asset managers listing funds on the CAIS Marketplace gain access to wealth management distribution, with approximately 200 funds currently available and independently diligenced and monitored by Mercer.
- • CAIS reports serving more than 2,000 wealth management firms, over 50,000 financial advisors, and roughly $6 trillion in end-client assets.
Summary
CAIS, the New York-headquartered alternative investment platform for independent financial advisors, announced the launch of an enterprise solution designed to embed alternative investments within Turnkey Asset Management Platforms (TAMPs) and managed account platforms, according to a Business Wire release dated February 19, 2025. The company says the technology allows advisors to manage traditional and alternative holdings directly within those platforms, which it characterizes as a source of operational efficiency.
Matt Brown, Founder and CEO of CAIS, said the company has spent 15 years developing technology and services to simplify alternative investments for financial advisors, and that the new offering extends that capability to TAMPs and managed account platforms so they can serve clients more holistically. Platforms that integrate with CAIS will have access to its full pre-trade, trade, and post-trade technology stack, covering the lifecycle of both subscription-based and ticker-traded alternative funds and products. The company also describes a modular design that permits tailored integrations and customizable user experiences.
The release notes that the enterprise solution also benefits alternative asset managers that list products on the CAIS Marketplace, expanding their reach into wealth management. CAIS states that approximately 200 funds are available on the Marketplace, with independent due diligence and monitoring provided by Mercer. The launch follows CAIS's initial unveiling of the offering at the 2024 CAIS Alternative Investment Summit.
According to the company's boilerplate, CAIS was founded in 2009, serves more than 2,000 wealth management firms supporting over 50,000 financial advisors overseeing approximately $6 trillion in end-client assets, and maintains offices in Austin and London. The release does not disclose financial terms of the launch or client adoption figures for the new enterprise product.
Matt Brown, Founder and CEO of CAIS, said the company has spent 15 years developing technology and services to simplify alternative investments for financial advisors, and that the new offering extends that capability to TAMPs and managed account platforms so they can serve clients more holistically. Platforms that integrate with CAIS will have access to its full pre-trade, trade, and post-trade technology stack, covering the lifecycle of both subscription-based and ticker-traded alternative funds and products. The company also describes a modular design that permits tailored integrations and customizable user experiences.
The release notes that the enterprise solution also benefits alternative asset managers that list products on the CAIS Marketplace, expanding their reach into wealth management. CAIS states that approximately 200 funds are available on the Marketplace, with independent due diligence and monitoring provided by Mercer. The launch follows CAIS's initial unveiling of the offering at the 2024 CAIS Alternative Investment Summit.
According to the company's boilerplate, CAIS was founded in 2009, serves more than 2,000 wealth management firms supporting over 50,000 financial advisors overseeing approximately $6 trillion in end-client assets, and maintains offices in Austin and London. The release does not disclose financial terms of the launch or client adoption figures for the new enterprise product.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.