CAIS, the leading alternative investment platform for independent financial advisors, has announced it is joining Anthropic's Claude for Financial Advisors, expanding how CAISey, its AI-powered intelligence agent, can be brought into specialized advisor workflows with Claude.
CAIS is joining Anthropic's Claude for Financial Advisors through a new connector.
The connector brings client-specific alternative investment information into Claude alongside CRM, custody and portfolio reporting tools.
Advisors can review fund eligibility and capital call details, private investment positions and unfunded commitments, and repurchase windows within Claude.
The announcement builds on CAIS' initial integration with Claude in May 2026, which gave advisors access to fund data, performance analytics and portfolio insights.
CAISey is now deployed to nearly 25,000 advisors within the CAIS network.
CAIS serves over 2,500 wealth management firms supporting more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.
"Through our previous release, we've already worked with several clients to integrate CAISey into their platforms to bring insights and meet advisors where they work," said Kan Kotecha, Chief Technology Officer at CAIS. "Expanding our work with Anthropic reflects our commitment to continued expansion of our capabilities across the alternative investment lifecycle so that advisors can focus on serving their clients. We're committed to building a streamlined platform experience for advisors that includes full functionality to be embedded within their workstations, reducing the need to navigate across multiple platforms."
"Alternative investments come with details that advisors need to keep track of, from capital calls to repurchase windows," said Peter Nolan, head of asset and wealth management, Anthropic. "Connecting CAIS to Claude for Financial Advisors can make that information easier to find as advisors prepare for client meetings and portfolio reviews."
Through the new connector, advisors can bring client-specific alternative investment information into Claude for Financial Advisors, alongside the tools their firms already use. Advisors can review fund eligibility and capital call details when preparing for a client meeting, private investment positions and unfunded commitments during a portfolio review, and repurchase windows when checking investor eligibility. The goal is to make relevant private markets information easier to access and review as part of an advisor's broader portfolio analysis and decision-making process.
The expansion also aligns with CAIS' broader strategy, focused on connecting alternative investment capabilities across platforms to create a more integrated experience for advisors.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade and post-trade lifecycle of alternative investments, providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey.
