CAIS, an alternative investment platform for financial advisers, has announced it has entered into a strategic partnership with LODAS Markets to launch a secondary marketplace for private funds. The alliance will integrate LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisers with an additional avenue of liquidity and flexibility for alternative investments.
By uniting CAIS’ Marketplace with LODAS’ secondary trading technology, the partnership establishes a single, streamlined entry point for advisors to access and execute secondary transactions at scale. The integrated solution is expected to launch in first quarter 2026, marking a transformative step forward in how private market allocations are managed across wealth management.
“Introducing secondary trading on our platform to our network of more than 62,000 advisers who oversee $7 trillion in client assets represents a major step forward in helping them unlock new
