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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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CAIS

NEW YORK, NY
See the full tech profile in the PWD Tech Directory →
Hiring · 6 open roles →
CRD: 317466
In network coverage since August 20, 2026 · 16+ stories
$225MRegulatory AUMSEC Form ADV · Oct 24
32EmployeesForm ADV
7Deals on our tracker
Regulatory AUM · Aug 16 – Oct 24
Deal recordFull tracker →
Oct 19, 26Fund launch
Sep 22, 26Deal closed — coverage
Aug 19, 26Fund launch — coverage
Aug 19, 26Fund launchBlackstone · Coatue · AQR · Apollo — coverage
Aug 18, 26Deal announced — coverage
Aug 14, 26Deal announcedVista Equity — coverage
Jun 30, 26Deal announced
Network coverage
RIA

Anthropic adds six connectors to Claude for Financial Advisors

CAIS, Conquest, FINNY, Invesco, MSCI and Jump link into the advisor tool a day after Anthropic filed for its IPO.
RIA · Oct 27Advisors allocate 5% to alternatives; institutions 25%
Distribution · Oct 2DTCC takes an undisclosed stake in iCapital and plans AIP integration
Allocators · Sep 25Blackstone builds the wrapper for non-US wealth
The Close · Sep 24Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
The Wrap · Sep 24CAIS builds the gate that decides semi-liquid flows
Distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap
Distribution · Sep 18SmartStop books shelf space for a one-property REIT
Sponsors · Sep 17Ares buys shelf space with yield; PSP funds the growth
RIA · Sep 17RIAs trade the stacked SPV for a seat on the cap table
Who's investing · Aug 22The early-money edge in evergreen secondaries
The Wrap · Aug 21SEC proposal would give semi-liquid funds one national shelf
The Wrap · Aug 20Semi-liquid capital rotates from BDC exits into hard assets
The Advisor's Note · Aug 20The Alt Platform Itself Is Now Diligence
The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow
Who's investing · Aug 20CAIS: Advisers have moved from access to convergence

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