CAIS Expands Work with Anthropic, Joining Claude for Financial Advisors

CAISey’s alternative investment intelligence now connects to Claude, making private markets information easier for advisors to access and review

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today 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’ new connector is designed to help advisors more efficiently access and review private markets information across portfolio monitoring, investment research and related workflows.

Through the new connector, advisors can bring client-specific alternative investment information into Claude for Financial Advisors, alongside the CRM, custody and portfolio reporting 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.

“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.”

The announcement builds on CAIS’ continued investment in technology, including its initial integration with Claude in May 2026, which gave advisors direct access to fund data, performance analytics and portfolio insights. The expansion also aligns with CAIS’ broader strategy, focused on connecting alternative investment capabilities across platforms to create a more integrated experience for advisors. On the CAIS platform, CAISey is now deployed to nearly 25,000 advisors within the CAIS network.

“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.”

Learn more about the CAISey MCP: https://www.caisgroup.com/financial-advisor/caisey/mcp

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.

CAIS continues to be recognized for its innovation and leadership, including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate and many others.

For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.