# CAIS

**Canonical:** https://apis.io/providers/cais/  
**Website:** https://www.caisgroup.com/  
**APIs profiled:** 1

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.

## Kin Score — 24.6 / 100 (emerging)

Scored 2026-08-25 under rubric 0.14.0. Trend: flat (-0.7 from 25.3).

| Facet | Score |
|---|---|
| Discoverability | 79.6 |
| Contract Quality | 0.0 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 38.1 |
| Commercial Clarity | 34.2 |
| Access Clarity | 34.2 |

## Agent readiness — 30.2 (agent-ready)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | verified |
| Auth Clarity | served |
| Idempotency | no |
| Error Semantics | documented |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |
| Delegated Identity | served |
| Protected Resource Metadata | verified |
| Dynamic Client Registration | yes |
| Agentic Commerce | no |

## APIs (1)

- **CAIS MCP Server** — 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 init...

## MCP servers (1)

- **CAIS MCP Server** — CAIS runs an official remote MCP server at https://mcp.caisgroup.com/mcp, announced 2026-05-19 alongside an integration with Anthropic's Claude. Per the announcement, "By launch...

## Security (2)

- **Cais Authentication** — oauth2/openIdConnect · 2 schemes
- **Cais Domain Security** — TLSv1.3 · HSTS · DMARC

## Tags

Company, Alternative Investments, Wealth Management, Financial-Services, Fintech, Private Markets, Asset Management, Structured Products, Investment Platform, Artificial Intelligence

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/cais/). Scores are computed from the provider's own public artifacts under a published rubric.