What is CAIS? CAIS Review, Features

CAIS Group is a financial alternative investment platform in the United States that focuses on alternative investment and wealth management services. It provides services to 4,400 consulting companies and teams and is committed to creating an open alternative investment market.

About CAIS

Founded in 2009 and headquartered in North America, CAIS is a fintech platform that provides alternative investments to independent financial channels and enhances wealth management capabilities by providing a level playing field for financial advisors around the world. CAIS is a leading alternative investment platform that serves financial advisors seeking to improve opportunities and education for alternative investment funds and products. CAIS provides financial advisors with a wide range of alternative investment strategy options, including hedge funds, private equity, private credit, real estate, digital assets and structured notes, enabling them to seize opportunities and/or hedge against changing markets. CAIS also provides customized solutions for advisors seeking to create custom fund vehicles around their ideas.

CAIS also offers CAIS IQ, an industry-leading learning system, to help advisors learn faster, remember longer, and improve outcomes for their clients.

Functional services of CAIS

1. By asset class

Private equity, hedge funds, structured notes, etc.

2. By strategy

Multi-strategy, global macro, growth-oriented notes, and more.

3. By Manager

Concepts, performance and more.

4. By investor type

Qualified investors, qualified buyers, qualified customers, etc.