Empowering the Independent Wealth Management Community

Our Vision: Empowering Financial Advisors Through Alternative Investing

CAIS was born out of the belief that alternative investments should be accessible to everyone, not just the privileged few. We empower independent financial advisors to seamlessly discover, understand, and access alternative investment and structured note opportunities.

Our Mission

Empowerment: We provide independent access to experienced alternative asset managers, breaking down barriers to entry.
Efficiency: Our innovative technology streamlines the entire investment process, from discovery to post-trade reporting.
Accessibility: We prioritize transparency and clarity, making alternative investing accessible to advisors of all sizes.

Financial Advisors

Access a curated marketplace of leading alternative investment solutions.
Leverage sophisticated technology for seamless trading and reporting.
Gain access to educational resources and thought leadership content.

Asset Managers

Expand your distribution reach to independent wealth management firms.
Access a sophisticated network of experienced financial advisors.
Leverage data-driven analytics to enhance performance and risk management.

Our Journey

Founded in 2009, CAIS has become a trusted partner for thousands of financial advisors and leading asset managers. Today, we stand at the forefront of the alternative investment landscape, empowering financial professionals to achieve greater success.