CAIS vs Alpaca
Side-by-side comparison of AI visibility scores, market position, and capabilities
CAIS is the leading alternative investment platform for independent advisors — $398M raised from Apollo, Franklin Templeton, and Hamilton Lane — connecting $4.5T+ in advisor assets to top alternative asset managers.
About
CAIS (Capital Access and Investment Solutions) is a New York-based fintech platform that connects independent financial advisors and registered investment advisors (RIAs) with leading alternative asset managers across private equity, private credit, hedge funds, real estate, and structured notes. The platform has become the dominant marketplace in its category, with thousands of financial advisors representing over $4.5 trillion in assets under advisement using CAIS to access, research, and transact in alternatives.
Alpaca is a self-clearing broker-dealer and global leader in brokerage infrastructure APIs for stocks, ETFs, options, and fixed income; raised $52M Series C in April 2025 totaling $170M;
About
Alpaca is a developer-first brokerage infrastructure company founded in 2015 and headquartered in San Mateo, California. It operates as a fully self-clearing broker-dealer with DTCC, Nasdaq, OCC, and FICC memberships — enabling it to provide end-to-end brokerage infrastructure for stocks, ETFs, options, fixed income, and cryptocurrency without requiring partners to manage their own clearing relationships. Alpaca's Broker API allows fintech companies, neobrokerages, robo-advisors, and wealth management platforms to embed multi-asset trading into their applications with a single integration.
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