CAIS, the US alternative investment platform for financial advisers, is planning to launch a secondary marketplace for private funds, in partnership with LODAS Markets.
The new integrated solution, which is expected to launch in the first quarter of 2026, will provide a single entry point for advisers to access and execute secondary transactions at scale.
LODAS’s secondary trading technology will be integrated into the CAIS platform to give financial advisers another avenue of liquidity and flexibility for alternative investments.
Read more: CAIS launches BlackRock, Carlyle, Franklin Templeton, KKR model portfolios
“Introducing secondary trading on our platform to our network of over 62,000 advisors who oversee $7tn (£5.3tn) in client assets represents a major step forward in helping them unlock new opportunities and solutions for their clients,” said Matt Brown, founder and chief executive of CAIS.
“For the first time, advisors will be able to access both primary and secondary alternative investments in one place.”
LODAS’s purpose-built platform for the wealth management community, combines an integrated user experience with full-stack secondaries capabilities.
Read more: CAIS adds new private debt strategies to marketplace
“LODAS built cutting-edge technology to power secondary market liquidity, and CAIS created the most significant marketplace in our industry for alternative investments,” added Brian King, founder and chief executive of LODAS Markets.
“Integrating these two platforms will redefine how advisors access, trade, and manage private market opportunities, bringing scale, efficiency, and transparency to an ecosystem ready for transformation.”
The strategic partnership will complete following regulatory approval.
Founded in 2009, CAIS is headquartered in New York City, with offices in Austin and Red Bank in the US, and London in the UK.
Read more: Secondaries set to be main beneficiary of 401(k) inclusion
