AI-powered tool accelerates discovery, analysis, and comparison of alternative funds, streamlining hours of research into minutes of insight

CAIS, the leading alternative investment platform for independent financial advisors, announced today the launch of CAISey, an AI-powered tool built to redefine how advisors navigate the world of alternative investments. Embedded directly into the CAIS platform, CAISey uses advanced language models and data intelligence to help advisors instantly surface, evaluate, and compare investments.

“CAISey is more than a tool; it is a new interface for information across the alternative investment ecosystem,” said Brad Walker, Co-President of CAIS. “By fusing data with conversational intelligence, CAISey delivers a new interface for information – empowering advisors to deliver greater impact.”

CAISey builds on CAIS’ leading role in digitizing due diligence and education around alternative investing. Key features of the new solution include:

• Instant, Conversational Discovery: Advisors can ask CAISey questions such as “What are the liquidity terms for these private credit funds” or “Which real estate funds on the platform have these investment objectives?” and receive clear, data-driven responses in seconds.
• Comprehensive Fund Intelligence: CAISey centralizes information from hundreds of thousands of fund documents, providing advisors with a single point of access to analyze, and evaluate investment products across the CAIS platform.
• Integrated Learning and Insights: Supported by CAIS IQ, CAISey connects fund data with educational resources, enabling advisors to learn and apply insights within one streamlined ecosystem.

“CAISey represents a major step forward in CAIS’ mission to transform access to alternative investments through technology,” said Kan Kotecha, Chief Technology Officer at CAIS. “By seeking to reduce time around product research and discovery and streamlining complex workflows, CAISey can deliver a faster, more intuitive experience that enables advisors to serve their clients with confidence.”

CAISey was unveiled at the 2025 CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alts managers, in Beverly Hills, October 13–16, 2025. To learn more about CAISey, 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 and capital market strategies providing financial advisors and alternative asset managers with 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, TX; London; and Red Bank, NJ.

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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