Who We Work With

Who We Work with

Start Where You Are

Find your entry point into the CAEP platform.

Asset Managers

Alternative Specialists

Financial Advisors

CAEP PLATFORM

Regulatory Hosting & Product Enablement

Institutions

CASP Operators

Investors

Who We Work With

Emerging Managers

You’re building something new. We provide a structured and compliant framework to support your journey.

Financial Advisors

We support financial advisors with FICA onboarding help and FAIS mandates.

Asset Managers

Expand into new products or markets with support across structuring and regulatory requirements.

Alternative Specialists

Specialized strategies supported with structured and compliant solutions.


Digital Asset Pros

Operate within applicable licensing categories with support for compliance and digital asset structures.

Institutions

Access structured solutions with the support needed to meet internal and regulatory requirements.

Wherever you are on your journey, we’re here to support what comes next.

A partner who grows with you.