Alt Investments

What's New In Investments – CAIS, Hilltop Securities

Editorial Staff, August 3, 2022


The latest news about investment products, new structures and service offerings that might be of interest to the wealth management industry.

CAIS, the US-based alternative investment platform, and broker-dealer Hilltop Securities, have formed a partnership. 

The pact connects HilltopSecurities’ financial advisor network with alternative investment products spanning hedge funds, private equity and debt, and real estate. HilltopSecurities’ network of nearly 275 advisors and its affiliate B/D firm, Momentum Independent Network, will receive access to a curated menu of funds. The CAIS platform also offers due diligence for quality assurance, and end-to-end transaction processing and automated reporting integrations. 

HilltopSecurities professionals will also be onboarded to CAIS IQ, a tech-driven learning system which helps advisors learn and retain critical information about alternative investments.

CAIS is the kind of tech-powered platform playing a role in widening access to areas such as private equity and hedge funds, which in the past have typically been the terrain of large institutions and ultra-wealthy private investors. Other organizations in this space include US-based iCapital, Germany-based Moonfare and Singapore’s ADDX. 

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