Focus Financial, CAIS expand relationship to scale alternative investments offerings

Wealth management firms that are part of the Focus Financial Partners partnership of firms managing more than $400 billion, are gaining a simplified solution for access to alternative investments.

The firm has deepened is relationship with alts investment platform CAIS to empower advisors with a single operating system for Focus’ alternative investment offerings, processes, and data management.

“CAIS has been integral to helping us scale our alternative investment offerings and capabilities to meet the unique needs of our advisor network for over a decade,” said Michael Nathanson, CEO of Focus. “We are excited about the opportunity in private markets and continue to see CAIS as the partner of choice as Focus expands its technology stack to further streamline our growing alternative investments platform.”

Focus has recently launched its Focus Investment Partners program which will leverage CAIS’s platform to streamline the alternative investment cycle and provide automated processes, comprehensive reporting, and streamlined data integration.

“Expanding our collaboration with Focus underscores their trust in our single, integrated platform, as well as our shared dedication to meeting the evolving needs of Focus advisors and their end-clients," said Matt Brown, Founder and CEO of CAIS. “For over a decade, we've been deeply committed to building relationships and tailoring solutions to the unique needs of firms in the Focus partnership. With this expansion, our single alts operating system and client-focused service are well-positioned to support them in the next stage of their alternative investment journey.”

CAIS recently hired Kan Kotecha as its chief technology officer with a brief to accelerate a simplified user experience for financial advisors, asset managers, custodians, TAMPS, and other key ecosystem partners.