Financial product platform CAIS entered a partnership with wealth advisory firm Robert Schechter and Associates LLC to launch an “insurance consulting service.” CAIS offers access to products like ...

What should I know about this firm? Cais Advisors LLC is a national financial advisory firm headquartered in New York, NY. The firm has $79.9 million under management.The firm caters to 2 clients of ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of clearing and custody services, today announced a series of ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which features ...

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 ...