COLORADO SPRINGS, CO – Summit Wealth Group (“Summit”), a $3B independent registered investment advisory firm, selected CAIS, the leading alternative investment platform for independent financial advisors, to meet increased client demand for alternative investments. This will position Summit to meet growing client demand for private market access while building the operational infrastructure to support continued firm growth.

As client demand for private markets accelerates industry-wide, Summit moved proactively to build the infrastructure to meet it. CAIS’ platform streamlines that journey through advisor education, product discovery, third-party due diligence, efficient transacting, and portfolio monitoring. Through CAIS, what was a previously fragmented process is now consolidated into a single, streamlined investing experience.

This integration is designed to reduce operational complexity for advisors while expanding access, allowing Summit to scale its alternative investment capabilities in a consistent and disciplined way across the firm.

“Alternative investments are no longer niche, they're a meaningful part of how we construct portfolios for clients," said Chelsea Ganey, CFA®, Chief Investment Officer of Summit. "When evaluating platforms to power Summit's private market and structured note capabilities, CAIS stood out because they share our firm’s commitment to rigorous manager due diligence, thoughtful education, and creating an experience that actually works for advisors in practice. Partnering with best-in-class firms is how we build a best-in-class investment platform."

With CAIS powering Summit's alternative investment infrastructure, advisors can spend less time navigating complexity and more time delivering the sophisticated, personalized investment experience their clients deserve.

This partnership will allow Summit to gain broader access to private markets, streamline its diligence and reporting systems, and enhance portfolio diversification capabilities across the firm’s 34 advisors and five-state footprint.

About Summit Wealth Group
Founded in 2002, Summit Wealth Group helps clients gain clarity and confidence in their financial lives. With offices across Colorado, Mississippi, Arizona, South Dakota and Tennessee, the firm offers comprehensive financial planning and investment management grounded in a relationship-first philosophy. Summit is a fee-based fiduciary, committed to always acting in the best interests of its clients. Learn more at www.summitwealthgroup.com. 

About CAIS 
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. 

CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ. 

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. 

For more information about CAIS, please visit www.caisgroup.com.