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CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer. Products include: - Hedge Funds - Private Equity & Credit Funds - Real Estate Funds - Structured Solutions - IPO and Pre-IPO Offerings CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
KOHO is a quickly scaling FinTech company that offers Canadians an alternative to their traditional banking experience.
Cypress Asset Management is a Carmel, CA-based company in the Financial Services sector.
Vancity is a values-based financial co-operative serving the needs of its more than 560,000 member-owners and their communities, with offices and more than 50 branches located in Metro Vancouver, the Fraser Valley, Victoria, Squamish and Alert Bay, within the territories of the Coast Salish and Kwakwaka`wakw people. With $34 billion in assets plus assets under administration, Vancity is Canada`s largest credit union. Vancity uses its assets to improve the financial well-being of its members while at the same time helping to develop healthy communities that are socially, economically, and environmentally sustainable.
Ideal Financial Solutions is a leader in personal cash flow management solutions.