CAIS Group LLC

About CAIS Group LLC

CAIS is a New York-based financial technology platform that provides alternative investment solutions for independent financial advisors and asset managers. Founded in 2009, the company offers a marketplace for private equity, hedge funds, and other alternative investment products, along with technology tools for due diligence, transaction processing, and portfolio management. CAIS connects over 5,000 advisory firms with leading alternative asset managers, providing access to institutional-quality investments typically reserved for large institutions. The platform includes educational resources, automated workflows, and integrated reporting capabilities to streamline alternative investment processes for wealth management professionals.