Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.

CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and Vestmark—three of the industry��s most prominent wealth management software and services providers. The expanded technology integrations mark a transformative step toward unifying the world of alternative and traditional investments—enabling advisors across platforms to source, manage, and transact both within a single, streamlined managed account experience.

“As firms driving innovation in wealth technology, our partnerships with Envestnet, Orion, and Vestmark advance how advisors manage total portfolios across public and private investments,” said Matt Brown, Founder and CEO of CAIS. “CAIS is evolving into the market infrastructure and technology provider for alternative investments—powering technology, delivering product access, insights, third party due diligence, education, and portfolio construction tools that form the foundation for the next generation of access to alts.”

The integrations with Envestnet, Orion, and Vestmark will enable streamlined data connectivity and synchronized workflows across platforms, empowering CAIS platform users to:

• Manage public and private assets for a more seamless portfolio management experience.
• Access alternative investments — from subscription-based to ticker-traded products — all supported by independent due diligence.
• Streamline the full investment lifecycle—from discovery and allocation to execution, monitoring, and reporting—saving time and effort.
• Reduce operational friction across onboarding, trade processing, fund administration, and custodial connectivity.
• Enhance portfolio construction with tools and analytics that support alternative investment allocations.

The news builds upon the launch of CAIS’ enterprise solution, which was designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and managed account platforms.

“The convergence of technology and alternative investments is redefining wealth management,” said Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions. “Incorporating CAIS’ alts capabilities into the Envestnet ecosystem through an advisor-traded sleeve gives advisors a single, connected platform to source, allocate, and oversee alternatives—transforming how portfolios are built and managed across asset classes.”

“Advisors are increasingly looking for ways to integrate alternative investments into their broader portfolio management process,” said Ron Pruitt, President of Orion Wealth Management. “Collaborating with CAIS helps us make that easier, connecting public and private investments within a single, streamlined experience that drives better efficiency, transparency, and outcomes for clients.”

"The integration of CAIS with Vestmark represents the next evolution in wealth management infrastructure,” said Karl Roessner, CEO of Vestmark. “By combining our tax-managed UMA infrastructure with CAIS' access to private investments, we're giving advisors a powerful, modern foundation to build fully diversified portfolios and operate more efficiently."

CAIS technology integrations will be featured in the CAIS Lab at the 2025 CAIS Alternative Investment Summit, October 13–16 in Beverly Hills.

For more details about CAIS’ technology and existing integrations, visit caisgroup.com.

About CAIS

CAIS is the leading 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 62,000 financial advisors who oversee approximately $7 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.

For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

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