A new era of access is underway—we’ve combined world-class technology with an industry-leading client experience to deliver alternative investments more efficiently than ever before. Our platform connects independent financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. 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 brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments. In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere.
- 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.
- Use time-saving features—such as automated customer profiles, digitized documentation, AML/KYC smart logic, CAIS DocuSign, and integrations with custodians and third-party reporting providers—for all your alternative investment funds.
- As a part of the tranche, Blythe Masters of Motive Capital Management, LLC and Andrew Gosden of Apollo Global Management, Inc. will join company’s board of directors.
- Building on that momentum, CAIS will use the proceeds of this financing round to fuel further advancements in technology, enhance the customer experience, invest in the digitization of product operations and processes, and explore strategic opportunities.
We believe this latest funding round will support the company’s continued growth and success,” said Marc Rowan, Co-Founder and CEO of Apollo. Founded in 2009, CAIS, a fintech leader, is transforming the world of alternative investing. For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share. For asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors.
Your advisors can select from products already offered on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our help building your own custom fund. Financial advisors and larger independent wealth management firms can leverage the features of either our turnkey CAIS Marketplace or our customizable SaaS technology, CAIS Solutions, throughout the pre-trade, trade, and post-trade experience. CAIS streamlines the end-to-end transaction process through digitized subscriptions and integrated reporting with major custodians and reporting providers, simplifying investing in alternatives and structured notes.
Breaking down barriers in alternative investing
We built trusted relationships with financial advisors, asset managers, and a broad spectrum of service providers across the wealth management ecosystem. Sidley represented Capital Integration Systems LLC (CAIS) in an investment of US$225 million by investors affiliated with Apollo Capital Management and Motive Partners, with additional investment from Franklin Templeton. CAIS is an alternative investment platform that accesses a menu of alternative investment funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. “We are excited to invest in CAIS, one of the fintech leaders transforming alternative investment access for wealth management. At Apollo, we want more individuals to access alternative strategies and companies like CAIS help to bridge the gap between asset managers and advisors through their growing platform.
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Last June, the organizations announced their intention to fully integrate their two health systems. The goal was, and continues to be, to combine the strengths of a community health system with the expertise of a premier academic health system. Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
MU Health Care already has worked to add specialized services at Capital Region, including a spine clinic, a bariatric surgery and weight management program and an emergency medicine observation unit, the news announcement noted. MU Health Care and Capital Region announced the full merging of the two health systems in June. CAIS, the former Capital Integration Systems, is now considered a unicorn after a recent funding round valued the alternative-investment platform at more than $1 billion. Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
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Use time-saving features—such as automated customer profiles, digitized documentation, AML/KYC smart logic, CAIS DocuSign, and integrations with custodians and third-party reporting providers—for all your alternative investment funds. Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available to a spectrum of eligible investors. Browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about alternative strategies via our on-demand online learning experience, CAIS IQ.
Transforming the world of alternative investing
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. As the region’s premier academic health system, MU Health Care brings with it the latest innovations and discoveries in medicine to the Jefferson City community. MU Health Care has already begun adding specialty services at Capital Regional Medical Center, including a a spine clinic, a bariatric surgery and weight management program and an emergency medicine observation unit. Expand your advisors’ investment options with products from globally recognized asset managers and bank issuers.
CAIS – Mercer Survey Finds Advisor Demand Accelerating for Alternative Investments
We believe financial advisors should have the ability to access alternative investment products. We believe access to alternatives comes with a greater responsibility to learn about the potential risks and benefits of these investments. Through CAIS IQ, we provide educational materials designed to help financial advisors gain confidence and make informed decisions with their clients. Our industry-leading technology and the support of our dedicated team empower you to define your advisors’ alternative investing experience.
The alternative investing solution for your network
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. Alternative assets are expected to make up to 24% of the global investable market by 2025, according to the Chartered Alternative Investment Analyst Association, up from 12% in 2018. CAIS has doubled its headcount in the last year to meet demand, as transaction volume has increased by 65 percent year-over-year with the number of platform users increasing by 60 percent. Building on that momentum, CAIS will use the proceeds of this financing round to fuel further advancements in technology, enhance the customer experience, invest in the digitization of product operations and processes, and explore strategic opportunities.