Kan Kotecha, newly appointed CTO, will accelerate a simplified user experience for financial advisors, asset managers, custodians, TAMPS, and other key ecosystem partners

CAIS, the leading alternative investment platform for independent financial advisors, announced today that Kan Kotecha has joined the firm as the Chief Technology Officer.

Kan Kotecha will lead a team of engineers across the entire CAIS platform with a focus on defining and building a unified operating system that will provide scale and simplification to the entire alternative investment lifecycle. Kan will also be a key thought leader as financial advisors, alternative asset managers, and ecosystem partners experience a seismic shift driven by AI and other cutting-edge technologies that may exponentially enhance the alternative investment user experience.

“We are thrilled to welcome Kan during a pivotal moment for the firm and industry at large,” said Matt Brown, CEO of CAIS. “With technologists now making up nearly half of the CAIS team, we are uniquely positioned to further expand and enhance our vision to create the most connected alternative investment operating system across the pre-trade, trade, and post-trade lifecycle.”

Kan brings over two decades of experience developing innovative products, driving digital transformation initiatives, and scaling organizations. Previously, he held leadership roles within Google’s corporate engineering division and served as Chief Technology Officer of Wealth Management at Morgan Stanley. Kan currently serves as Vice-Chair of the Special Olympics New York.

“From the start, I was drawn to the firm’s dedication to revolutionizing the industry with modern technology,” said Kotecha. “I am also deeply impressed with the firm’s culture, which promotes excellence and inclusion. I'm thrilled to bring my experience in large-scale engineering and wealth management to amplify CAIS' already impressive track record of disrupting the industry with groundbreaking tech solutions and partnerships.”

The firm has also recently hired several key leaders to build out a robust technology team, including Chris Zuczek who joined CAIS in 2023 as Chief Product Officer. Kan is one of the many leaders participating at the third annual CAIS Summit—the industry’s marquee gathering of independent advisors and alts managers taking place from October 14-17 at the Beverly Hilton in Los Angeles.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

CAIS provides advisors with access to a broad selection of alternative investment strategies, including private equity, private debt, real estate, infrastructure, hedge funds, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler. CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 4,250 wealth management firms that reach more than 54,000 advisors overseeing $6.7 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has headquarters located in New York, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

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