CAIS-LODAS Partnership Aims to Broaden Liquidity Access for Private Fund Investors
Alternative investment platform CAIS has partnered with LODAS Markets to launch a new secondary marketplace aimed at expanding liquidity options for investors in private funds. The collaboration integrates LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisers and their clients access to secondary market liquidity for alternative investments.
LODAS, a web-based marketplace for the secondary trading of illiquid real estate and alternative investments, stands for Liquidity On Demand As a Service and seeks to provide investors, fund sponsors, and wealth managers with liquidity on their terms.
By uniting CAIS’ Marketplace with LODAS’ secondary trading technology, the partnership establishes a single, streamlined entry point for advisers to access and execute secondary transactions across multiple private-market strategies.
Assuming regulatory approval is received and the timeline remains intact, the CAIS-LODAS integrated solution is expected to launch in the first quarter of 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 over 62,000 advisers who oversee $7 trillion 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 officer of CAIS. “For the first time, advisers will be able to access both primary and secondary alternative investments in one place. Bringing these markets together reflects our commitment to building transformative technology that enhances access, transparency, and liquidity while empowering advisers to expand private market allocations.”
LODAS’ platform is purpose-built for the wealth management community, combining an integrated user experience with full-stack secondaries capabilities. Through the integration, advisers will be able to offer clients both primary and secondary access to private funds within the CAIS platform.
“LODAS built cutting-edge technology to power secondary market liquidity, and CAIS created the most significant marketplace in our industry for alternative investments,” said Brian King, founder and CEO of LODAS Markets. “Integrating these two platforms will redefine how advisers access, trade, and manage private market opportunities, bringing scale, efficiency, and transparency to an ecosystem ready for transformation.”
The announcement follows a series of recent technology partnerships involving both firms. CAIS and Schwab Advisor Services recently expanded their technology integration to streamline how registered investment advisers access and manage private funds and other alternative investments. The collaboration gives RIAs the ability to manage both subscription-based private funds and ticker-traded alternative investment products through the CAIS platform.
In May 2025, global financial services giant Cantor Fitzgerald selected LODAS Markets to support 50 of its alternative investment funds.
Founded in 2009, CAIS serves more than 62,000 independent financial advisers who oversee approximately $7 trillion in client assets. Providing access to hedge funds, private equity, private debt, real estate, digital assets, and structured notes, the CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies. The company has offices in New York, Los Angeles, Austin, and London.
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