CAIS, the alternative investment platform for independent financial advisors, announced today an expanded relationship with Focus Financial Partners Inc., a partnership of fiduciary wealth management firms that collectively oversee more than $400B in client assets.
This expanded relationship makes CAIS the preferred provider “to consolidate Focus’ alternative investment offerings, processes, and data management onto a single operating system.”
Michael Nathanson, CEO of Focus:
“CAIS has been integral to helping us scale our alternative investment offerings and capabilities to meet the unique needs of our advisor network for over a decade. We are excited about the opportunity in private markets and continue to see CAIS as the partner of choice as Focus expands its technology stack to further streamline our growing alternative investments platform.”
The expanded partnership, led by Focus’ newly created Focus Investment Partners program, leverages CAIS’ one-platform solution “to power Focus’ access to third-party funds, launch proprietary Focus investment offerings, and consolidate existing funds and historical positions.”
CAIS will streamline the alternative investment lifecycle—”across the pre-trade, trade, and post-trade stages—through automated processes, comprehensive reporting, and streamlined data integration.”
As covered, CAIS is the alternative investment platform “for independent financial advisors.”
The CAIS platform powers the pre-trade, trade, and post-trade “lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.”
CAIS serves over 2,000 wealth management firms “that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets.”
Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.