CAIS Expands Strategic Partnerships with Envestnet, Orion, and Vestmark for Unified Alternative and Traditional Investment Management
CAIS, a platform specializing in alternative investments for independent financial advisors, has announced expanded strategic partnerships with Envestnet, Orion, and Vestmark, three prominent wealth management software and services providers. These integrations aim to unify alternative and traditional investments, enabling advisors to source, manage, and transact both within a single, streamlined managed account experience.
“As firms driving innovation in wealth technology, our partnerships with Envestnet, Orion, and Vestmark advance how advisors manage total portfolios across public and private investments,” stated Matt Brown, Founder and CEO of CAIS. “CAIS is evolving into the market infrastructure and technology provider for alternative investments—powering technology, delivering product access, insights, third-party due diligence, education, and portfolio construction tools that form the foundation for the next generation of access to alts.”
The integrations with Envestnet, Orion, and Vestmark are designed to enable streamlined data connectivity and synchronized workflows across platforms. This empowers CAIS platform users to manage public and private assets for a more seamless portfolio management experience and access alternative investments—from subscription-based to ticker-traded products—all supported by independent due diligence.
Furthermore, these integrations are intended to streamline the full investment lifecycle, encompassing discovery and allocation to execution, monitoring, and reporting, thereby aiming to save advisors time and effort. They also seek to reduce operational friction across onboarding, trade processing, fund administration, and custodial connectivity, and enhance portfolio construction through tools and analytics that support alternative investment allocations.
This development follows the launch of CAIS’ enterprise solution, which was developed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and managed account platforms.
Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions, commented, “The convergence of technology and alternative investments is redefining wealth management. Incorporating CAIS’ alts capabilities into the Envestnet ecosystem through an advisor-traded sleeve gives advisors a single, connected platform to source, allocate, and oversee alternatives—transforming how portfolios are built and managed across asset classes.”
Ron Pruitt, President of Orion Wealth Management, added, “Advisors are increasingly looking for ways to integrate alternative investments into their broader portfolio management process. Collaborating with CAIS helps us make that easier, connecting public and private investments within a single, streamlined experience that drives better efficiency, transparency, and outcomes for clients.”
Karl Roessner, CEO of Vestmark, stated, “The integration of CAIS with Vestmark represents the next evolution in wealth management infrastructure. By combining our tax-managed UMA infrastructure with CAIS’ access to private investments, we’re giving advisors a powerful, modern foundation to build fully diversified portfolios and operate more efficiently.”
CAIS technology integrations will be showcased at the CAIS Lab during the 2025 CAIS Alternative Investment Summit, scheduled for October 13–16 in Beverly Hills.
CAIS functions as an alternative investment platform for independent financial advisors, powering the pre-trade, trade, and post-trade lifecycle of alternative investments. The platform provides financial advisors and alternative asset managers with a single operating system designed for scale and efficiency. CAIS serves over 2,000 wealth management firms, supporting more than 62,000 financial advisors who collectively oversee approximately $7 trillion in end-client assets. Founded in 2009, CAIS maintains its headquarters in New York City with additional offices in Austin and London. Securities are offered through CAIS Capital LLC, a member of FINRA and SIPC.
