CAIS
Platform for advisors to access alternative investments and structured notes.
caisgroup.comCAIS connects independent advisors with alternative asset managers and bank issuers. The company says more than 2,500 wealth firms and 65,000 advisors have platform access.
It was founded in 2009 and is based in New York. Apollo and Motive Partners led a $225 million round in January 2022 at a valuation above $1 billion.
What it does
- Alternative investment marketplace
- Structured notes
- ETF product information
- Manager introductions
Coverage
- Anthropic Expands Claude Advisor Tool
WealthManagement.com, Oct 27
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