CAIS

aid: cais
name: CAIS
description: CAIS (Capital Integration Systems LLC) is a New York-headquartered fintech company operating the leading alternative
  investment platform for independent wealth management. Founded in 2009 by Matt Brown, CAIS connects financial advisors with
  a curated menu of private equity, private credit, hedge fund, real estate, infrastructure, structured note and precious
  metals strategies from third-party asset managers and bank issuers, and pairs the marketplace with CAIS Solutions (a SaaS
  trade and post-trade operating layer for RIAs, aggregators and independent broker-dealers), CAIS IQ (advisor education),
  Compass (portfolio construction) and CAISey (an AI assistant). The platform serves 2,500+ wealth management firms and 65,000+
  advisors overseeing roughly $8.5 trillion in end-client assets, with technology integrations into major custodians (Fidelity,
  BNY Pershing, Schwab Advisor Services, Goldman Sachs Custody Solutions), reporting providers (Addepar, Black Diamond, Envestnet,
  Orion, Tamarac) and 30+ fund administrators, plus DTCC AIP reporting. In May 2026 CAIS launched a remote Model Context Protocol
  (MCP) server as part of its "Alts Engine" strategy, exposing fund, holdings, education and identity data to AI agents over
  OAuth 2.1.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  - scopes
  - security
  generated: '2026-09-02'
  method: derived
image: https://www.caisgroup.com/favicon.ico
url: https://raw.githubusercontent.com/api-evangelist/cais/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.23'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- Company
- Alternative Investments
- Wealth Management
- Financial-Services
- Fintech
- Private Markets
- Asset Management
- Structured Products
- Investment Platform
- Artificial Intelligence
tags_raw:
- Company
- Alternative Investments
- Wealth Management
- Financial Services
- Fintech
- Private Markets
- Asset Management
- Structured Products
- Investment Platform
- Artificial Intelligence
apis:
- aid: cais:cais-mcp-server
  name: CAIS MCP Server
  description: CAIS operates a remote Model Context Protocol server at https://mcp.caisgroup.com/mcp, announced 2026-05-19
    as the first surface of the company's "Alts Engine" strategy and initially available to a select group of advisors within
    the CAIS network. It lets an agent query fund data, evaluate manager performance and surface portfolio insights from inside
    an advisor's existing workspace. The endpoint is protected by OAuth 2.1 with RFC 9728 protected-resource metadata, dynamic
    client registration (RFC 7591) and PKCE S256; twelve scopes are advertised across four service domains (caisiq, funds,
    iam, ips). tools/list is auth-gated — an anonymous JSON-RPC call returns HTTP 401 invalid_token — so the live tool schemas
    require an authenticated CAIS advisor client.
  humanURL: https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence
  baseURL: https://mcp.caisgroup.com/mcp
  tags:
  - MCP
  - Alternative Investments
  - Artificial Intelligence
  properties:
  - type: MCPServer
    url: mcp/cais-mcp.yml
  - type: OAuthScopes
    url: scopes/cais-scopes.yml
  - type: Authentication
    url: authentication/cais-authentication.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/cais-domain-security.yml
- type: MCPServer
  url: mcp/cais-mcp.yml
- type: WellKnown
  url: well-known/cais-well-known.yml
- type: Authentication
  url: authentication/cais-authentication.yml
- type: OAuthScopes
  url: scopes/cais-scopes.yml
- type: Conformance
  url: conformance/cais-conformance.yml
- type: Conventions
  url: conventions/cais-conventions.yml
- type: ErrorCatalog
  url: errors/cais-problem-types.yml
- type: LLMsTxt
  url: llms/cais-llms.txt
- type: Website
  url: https://www.caisgroup.com/
- type: SecondaryMarket
  url: https://forgeglobal.com/cais_stock/
- type: DeveloperPortal
  url: https://www.caisgroup.com/financial-advisor/how-we-partner/integrations
- type: Documentation
  url: https://www.caisgroup.com/financial-advisor/cais-platform/cais-solutions
- type: Support
  url: https://www.caisgroup.com/contact
- type: Blog
  url: https://www.caisgroup.com/insights
- type: SignUp
  url: https://www.caisgroup.com/sign-up
- type: Login
  url: https://members.caisgroup.com
- type: TermsOfService
  url: https://www.caisgroup.com/legal/terms-of-use
- type: PrivacyPolicy
  url: https://www.caisgroup.com/legal/privacy-policy
- type: Accessibility
  url: https://www.caisgroup.com/legal/accessibility-commitment
- type: BusinessContinuity
  url: https://www.caisgroup.com/legal/business-continuity-plan
- type: Press
  url: https://www.caisgroup.com/our-company/press
- type: Podcast
  url: https://www.caisgroup.com/podcast
- type: CaseStudies
  url: https://www.caisgroup.com/case-studies
- type: Careers
  url: https://www.caisgroup.com/our-company/careers
- type: LinkedIn
  url: https://www.linkedin.com/company/cais
- type: Integrations
  url: https://www.caisgroup.com/financial-advisor/how-we-partner/integrations
x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 12
  pass: local-v1