Best 23 Alternatives to Cais for Investment
Best 23 Alternatives to Cais for Investment
CAIS is a highly-respected firm known for providing financial advisors access to a broad spectrum of alternative investments. Through nurturing trusted relationships with advisors, asset managers, and service providers, they have empowered their unique requirements. This is an industry with a dynamic competitive landscape, teaming with companies like Crystal Capital Partners, LLC and American Estate & Trust that offer diversified alternative investment options and specially tailored financial services solutions respectively. The industry is on an upward trajectory, propelled by the growing popularity of alternative investments, hinting at a bright future where such platforms could gain even more traction.
Top 23 Cais alternatives
1. Crystal Capital Partners, LLC
- Website: crystalfunds.com
- Headquarters: Bay Harbor Islands, Florida, United States
- Founded: 1992
- Headcount: 11-50
Crystal Funds is an alternative investment platform that offers financial advisors the ability to customize client portfolios using large and established investment funds. They provide portfolio management tools and a conflict-free source of capital, with low investment minimums and a diversified range of alternative investment options.
2. American Estate & Trust
- Website: aetrust.com
- Headquarters: Las Vegas, Nevada, United States
- Founded: 2007
- Headcount: 11-50
American Estate & Trust (AET) is a regulated trust company and custodian that offers customizable financial services solutions. They provide a trust platform with features for platform management, investor portal, and business portal. AET enables end-users to access investments with their IRAs, allowing more opportunity for growth. With over a decade of experience, AET specializes in retirement account solutions such as IRA administrators and investment advisors. They cater to various industries and offer a comprehensive list of alternative asset classes for investment.
3. BigSur Partners
- Website: bigsurpartners.com
- Headquarters: Miami, Florida, United States
- Founded: 2007
- Headcount: 11-50
BigSur Partners is an investment management firm that offers personalized wealth management services to influential families and investment advisors. With a focus on alternative investments, they help clients build, preserve, and transfer their wealth. Their process-driven approach and strong relationships provide access to exclusive investment opportunities in real estate, private debt, private equity, venture capital, and infrastructure assets. BigSur is committed to unbiased advice, transparency, customization, and constant communication.
4. Accrete
- Website: accrete.io
- Headquarters: New York, New York, United States
- Founded: 2019
- Headcount: 11-50
Accrete™ is a company that offers investment opportunities in alternative investments. They provide access to a range of securities, including private placements, with a focus on delivering potential returns for investors. Their website provides general information about the securities offered, but it is important for potential investors to conduct their own analysis and consult with their advisors before making any investment decisions.
5. Connor, Clark & Lunn Private Capital Ltd. (CC&L)
- Website: cclprivatecapital.com
- Headquarters: Toronto, Ontario, Canada
- Founded: 1997
- Headcount: 51-200
CC&L Private Capital is one of the largest independent and privately held discretionary investment counsellors in Canada. With over 25 years of experience, they offer innovative investment solutions to help clients achieve their unique financial goals while providing exemplary service.
6. FlexFunds
- Website: flexfunds.com
- Headquarters: Miami, Florida, United States
- Founded: 2011
- Headcount: 51-200
FlexFunds is a company that offers investment banking services to clients, providing them with a wide range of financial products and solutions. They specialize in creating and managing investment funds, offering customized investment strategies and support to investors.
7. SS&C Advent
- Website: advent.com
- Headquarters: San Francisco, California, United States
- Founded: 1983
- Headcount: 1001-5000
- Latest funding type: Acquired
SS&C Advent is a financial technology company that provides solutions and services to clients in the asset management, wealth management, and alternative investment space. With a suite of award-winning financial technology solutions, they optimize workflows and deliver financial services innovations and insights.
8. iCapital
- Website: icapitalnetwork.com
- Headquarters: New York, New York, United States
- Founded: 2013
- Headcount: 501-1000
- Latest funding type: Corporate Round
iCapital Network is a digital platform that accelerates alternative distribution efforts for Asset Management Firms, Banks, and Wirehouses. They provide intuitive, scalable digital solutions for buying and selling private market and hedge fund investments, empowering financial advisors and wealth managers worldwide.
9. WealthPlan Partners
- Website: wealthplan.group
- Headquarters: Omaha, Nebraska, United States
- Founded: 1989
- Headcount: 51-200
WealthPlan Group is a company that provides resources and guidance for advisors in the RIA channel. They offer an ebook and newsletter to help advisors build their careers and determine their ideal workplace and career goals.
10. Gbi
- Website: gbi.co
- Headquarters: New York, New York, United States
- Founded: 2010
- Headcount: 51-200
GBI is a company that helps registered investment advisors and global wealth managers integrate precious metals and alternative assets into their clients' investment portfolios. They provide technology and services that enable easy, safe, and profitable access to alternative assets. Their clients include family offices, endowments, hedge funds, and 40 Act funds.
11. Sagard
- Website: sagard.com
- Headquarters: Montreal, Quebec, Canada
- Founded: 2005
- Headcount: 51-200
Sagard is a dynamic alternative asset manager that combines capital, culture, and network to build businesses and drive strategic and financial success.
12. SIMON Markets LLC
- Website: simon.io
- Headquarters: New York, New York, United States
- Founded: 2018
- Headcount: 51-200
- Latest funding type: Acquired
SIMON.io is an investment platform that offers a centralized solution for risk-managed investment options. Their platform provides analysis tools, insights, and education for financial professionals. They simplify the complexity of the modern investment landscape by offering diverse investment options and robust product education.
13. SEI Family Office Services
- Website: archwaytechnology.net
- Headquarters: Indianapolis, Indiana, United States
- Founded: 2002
- Headcount: 51-200
- Latest funding type: Acquired
Archway Technology is a provider of wealth management technology and outsourced service solutions for family offices and financial institutions.
14. DFPG Investments, LLC.
DFPG is an institutional quality investment platform that provides advisors and their clients with customized access to traditional asset management solutions and a differentiated suite of alternative investment selections.
15. FusionIQ
- Website: fusioniq.io
- Headquarters: Woburn, Massachusetts, United States
- Founded: 2008
- Headcount: 11-50
FusionIQ is a financial services company that offers a comprehensive digital investment platform powered by their proprietary research and security scoring/ranking system. They provide automatic asset allocation and rebalancing, along with over 125 theme-based, adaptive, and dynamic model portfolios.
16. Connect&invest SP. Z O.O.
- Website: connectandinvest.pl
- Headquarters: Warszawa, Woj. Mazowieckie, Poland
- Founded: 2008
- Headcount: 11-50
ConnectandInvest.pl is a financial technology company providing online solutions for investment and asset management.
17. GLASfunds
- Website: glasfunds.com
- Headquarters: Cleveland, Ohio, United States
- Founded: 2008
- Headcount: 11-50
GLASfunds is a leading alternative investment platform offering access to an exclusive suite of private capital and hedge fund managers.
18. Proteus, LLC
- Website: proteuscapital.us
- Headquarters: Indianapolis, Indiana, United States
- Founded: 2014
- Headcount: 11-50
Proteus Capital is an investment management firm offering alternative assets to sophisticated investors. They provide a complete accredited investor solution, with unparalleled reporting capabilities and a world-class analytical engine. Their proprietary due diligence process ensures transparency and peace of mind for their clients.
19. Swaen Capital
- Website: swaencapital.com
- Headquarters: Singapore, Central Region, Singapore
- Headcount: 11-50
Swaen Capital is an independent fund manager based in Singapore that provides access to a wide range of financial platforms and investment managers, with a commitment to putting the clients' interests first.
20. NexPoint
- Website: nexpoint.com
- Headquarters: Dallas, Texas, United States
- Headcount: 51-200
NexPoint is an alternative investment platform offering a range of investment solutions in real estate, capital markets, and credit. With a diverse portfolio of assets, including public REITs, the company provides opportunities for investors to access different asset classes and strategies. NexPoint aims to meet the evolving needs of investors by offering innovative and tailored investment options.
21. Ovis Creative
- Website: oviscreative.com
- Headquarters: New York, New York, United States
- Founded: 2007
- Headcount: 11-50
Ovis Creative is a full-service agency specializing in alternative asset manager branding, marketing materials, and website development. They offer end-to-end solutions customized for each client, helping them build their brand and produce effective marketing communication materials. With a focus on the financial services industry, Ovis Creative delivers sophisticated marketing solutions tailored to differentiate their clients in the competitive market.
22. Rocaton Investment Advisors
- Website: rocaton.com
- Headquarters: Norwalk, Connecticut, United States
- Founded: 2002
- Headcount: 51-200
- Latest funding type: Acquired
Rocaton is an investment company offering discretionary outsourcing services. They have recently been acquired by Goldman Sachs to expand their retirement and advisory platform. They engage in alternative investments, which involve speculative practices and high risks. Their services include asset allocation, performance reporting, and risk analysis.
23. ORDA Wealth Tech
ORDA is an investment platform that allows retail investors to invest in real estate, luxury, artwork and more by fractionalizing assets into accessible shares bridging emerging and developed markets.
Want to find more Cais alternatives?
If you want to find more companies like Cais that offer a variety of products ranging from tailored wealth management to customizable portfolio management tools you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
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- Ownership: Which of these are private equity backed? Which are family-owned?
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