Mariner Wealth Advisors chooses CAIS to expand its alternative investment capabilities


Opalesque Industry Update – Mariner Weath Advisors has chosen CAIS to provide a custom platform solution for the company’s rapidly growing network of advisors.

US-based CAIS is an alternative investment platform for independent financial advisors, and Mariner Wealth Advisors is a private advisory firm with over $60 billion in assets under advisement.

CAIS will provide access to a wide range of funds and alternative investment products, as well as educational resources, end-to-end digitized transaction processing and third-party reporting integrations.

“We are delighted to have chosen a partner who shares our commitment to empowering the independent wealth management community,” said Marty Bicknell, President and CEO of Mariner Wealth Advisors. “At a time when alternative investments are a major event, CAIS’s technology and team will provide our rapidly growing advisor base, and their clients, with a true competitive advantage.”

The collaboration between Mariner Wealth Advisors and CAIS integrates CAIS’ platform into the firm’s existing Wealthtech ecosystem, creating a personalized and seamless alternative investment experience before, before and after the exchange. The firm’s advisors will have access to a curated menu of alternative investment products diversified across asset classes and skill levels, including private equity, private real estate, private credit, capital risk and hedge funds. CAIS will also help launch proprietary funds and multi-manager funds managed by Mariner Wealth Advisors, while allowing the firm to add its own third-party funds to the platform for centralized monitoring, trading and reporting.

“This important partnership with Mariner Wealth Advisors ensures their financial advisors have the tools to meet client demand for alternative investments, while improving operational efficiency,” said Matt Brown, Founder and CEO of CAIS. . “Our unwavering focus on powering RIAs and IBDs has allowed us to understand their unique needs and, in turn, design the best solutions,” continued Brown.

While 69% of finance professionals cite a lack of educational resources as a barrier to investing in private markets, Mariner Wealth Advisors’ wealth management teams will also benefit from CAIS IQ, an exclusive the alternative investment that helps advisors learn faster and retain information longer. CAIS IQ also allows telecommuting professionals to monitor the learning progress of financial advisors through foundational, asset class themed and fund-specific courses, some of which are available for CE credits.

Press release

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