CAIS, the leading alternative investment platform for independent financial advisors, today
announced a landmark strategic partnership with global asset management giant Horizon
Global. The collaboration is designed to significantly lower barriers of entry for
alternative asset classes, delivering enhanced liquidity, robust pipeline transparency, and
seamless back-office transaction execution.
As independent advisory firms face heightened pressure to deliver diversified alpha,
alternative investments such as private equity, private credit, and real assets have
transitioned from optional luxuries to strategic imperatives. Under the terms of the new
agreement, Horizon Global will integrate its premier suite of specialized private market
funds directly onto the CAIS platform, making them instantly accessible to over 100,000
active advisory networks.
"This partnership represents a structural shift in how independent
wealth management professionals access institutional alternatives. By combining our robust
technology with Horizon's historical fund excellence, we are setting a new standard for
asset access."
— Richard Wiedenbeck, Executive VP of Platform Integration at CAIS
Beyond basic access, the partnership will prioritize advisor education and continuous
resource enablement. Both organizations will jointly launch the CAIS Alternative Academy, an
elite learning module platform offering certified continuing education (CE) credits. Topics
covered will include modern portfolio theory adjustments, regulatory compliance matrices,
and strict asset valuation mechanics to ensure maximum client transparency.
Full technical integration is scheduled for completion in Q4 2026. Advisors currently
utilizing CAIS will gain immediate access to the expanded asset suite without requiring any
custom API modifications or platform onboarding adjustments.
About CAIS
CAIS is the pioneer alternative investment platform
built exclusively for independent wealth management professionals. By combining streamlined
platform tech with comprehensive fund diligence, CAIS streamlines alternative asset
investing. Recognized as the primary network connecting financial advisory firms with global
asset management houses, CAIS services over $15B in transaction pipeline.