Today, thousands of independent financial advisors, who collectively oversee more than $1.2T in assets, use the CAIS platform to access an evolving menu of alternative investment funds and products, including hedge funds, private equity, private credit, real estate, structured notes and digital assets. Additionally, the nation’s largest custodians, Fidelity, Schwab, and Pershing, who collectively oversee $6.4T in assets for over 15,000 financial advisors, have selected the platform to provide enhanced access, education, and streamlined workflow to alternative investments.

https://www.finsmes.com/2020/11/cais-raises-50m-in-series-b-equity-funding.html