It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets
CAIS
Financial Services
New York, New York 16,583 followers
Transforming the world of alternative investing.
About us
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source. As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies. Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com. https://www.caisgroup.com/legal/social-media-disclaimer
- Website
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http://www.caisgroup.com
External link for CAIS
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Alternatives Investments, Capital Markets, Structured Solutions, Financial Technology, Outsourced Service Provider, and Wealth Management Focus
Locations
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Primary
527 Madison Ave
2nd Floor
New York, New York 10022, US
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9777 Wilshire Blvd
Suite #460
Beverly Hills, California 90212, US
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201 W 5th St
Suite #1100
Austin, Texas 78701, US
Employees at CAIS
Updates
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Preqin estimates that opportunistic real estate funds have roughly $200 billion of dry powder to put to work, which could serve as a catalyst in today's stalled market. Our latest blog post on opportunistic real estate discusses market trends and potential opportunities for managers sitting on capital. Read now: https://lnkd.in/eiC4EURq #commercialrealestate #alternativeinvestments #financialadvisors
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ICYMI: CAIS is one of Fortune's Best Workplaces in New York and for Millennials in 2024. We are proud to be recognized as one of the top workplaces among New York-based companies. Learn more about our team here: https://lnkd.in/egUBYi6y #BestWorkplaces #GPTWcertified
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With the CAIS Summit less than 70 days away, we wanted to know: What can advisors attending the CAIS Summit 2024 expect? Brad Walker, Chief Client and Product Development Officer at CAIS, shares his views. Want to join your peers at the biggest alts wealth event of the year? Join the waitlist: https://lnkd.in/gitAm8SC
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What is the value of attending an event like CAIS Live? Hear what Jooliana Krummel from Merit Financial Advisors had to say when she joined us at a recent CAIS Live event. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth
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Banks—traditional real estate lenders until recently—have been issuing fewer new loans. What could that mean for private real estate? Our team explores this and other considerations in our latest insights piece. Read here: https://lnkd.in/e7_NeEmM #alternativeinvestments #financialadvisors #investmentopportunities
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We are excited to announce that CAIS has once again been recognized as one of Fortune's Best Workplaces for Millennials! Read more here and check out the rest of the winners: https://lnkd.in/e-J6KZvU #BestWorkplaces #GPTWcertified
Fortune Best Workplaces for Millennials™ 2024
greatplacetowork.com
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We were thrilled to host over 75 independent advisors at our Vail event, representing nearly $100 billion in AUM. Our CAIS Live series provides an incredible opportunity to enhance your alts knowledge and network with industry leaders. Join us for one of our highly curated, in-person events designed specifically for leading advisors and top-tier alternative managers. Secure your spot at our upcoming events by registering today: https://lnkd.in/eYm5Ncar
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How does CAIS help you allocate to alternative investments? Benjamin Webb, CFA from Balentine joined us at a recent CAIS Live event, hear what he has to say. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth
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Markets seem to have regained interest in commercial real estate. In our latest Insights post, our team discusses changing market conditions and trends within the asset class that may be prompting this new interest. Find out more: https://lnkd.in/eTEYUs5d #commercialrealestate #alternativeinvestments #financialadvisors