CAIS Group

CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform offering access to a diversified menu of funds and products, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer.


The CAIS platform serves as an impartial marketplace for independent wealth managers to access quality alternative investment products from leading fund managers and to invest in them using a streamlined online transaction process.

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