AE Wealth Management Unveils AE Private Exchange, Broadening Advisors’ Reach into Alternative Investments

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TOPEKA, Kan.--(BUSINESS WIRE)--Nov 5, 2025--

AE Wealth Management today announced the launch of AE Private Exchange, a new private markets platform powered by CAIS. The platform, exclusively for AE Wealth Management's network of advisors, provides a scalable technological solution and exclusive access to a curated menu of private market providers.

AE Private Exchange bridges the gap for advisors seeking to incorporate alternative investments into their clients' portfolios. The platform offers seamless technology integration within the existing AE Wealth Management advisor ecosystem, delivering a centralized and efficient user experience. This launch helps advisors meet the growing demand for sophisticated tools to build more diversified, growth-oriented portfolios for their clients.

Through the platform, advisors gain access to an expanding selection of alternative investment strategies, including private equity, real estate, private credit, hedge funds, structured investments, and other non-traditional asset classes. The platform provides enhanced due diligence, robust home office oversight and comprehensive educational resources to empower advisors.

"AE Private Exchange is a testament to our ongoing commitment to empowering advisors with client-focused solutions that can drive meaningful results," said Ben Sullivan, Chief Investment Officer of AE Wealth Management. "By streamlining investment workflows and reporting, we’re enabling advisors to spend less time on administration and more time delivering strategic guidance and long-term financial confidence for their clients."

“CAIS is proud to power AE Private Exchange as part of our shared mission to expand and streamline access to alternative investments,” said Brad Walker, President of CAIS. “By pairing CAIS’ technology, education, and access with AE Wealth’s integrated model portfolios, custodial connectivity, and TAMP capabilities, we’re delivering a white labeled private markets experience that helps advisors scale efficiently and elevate their client experiences.”

For more information about AE Wealth Management visit AEWealthManagement.com or contact them at 866.363.9595.

About AE Wealth Management

AE Wealth Management, LLC (“AE Wealth”) is an SEC-registered investment advisor and turnkey asset management platform supporting independent financial advisors nationwide. AE Wealth delivers institutional-level investment solutions, integrated technology, practice-management resources, marketing support, and planning tools, all designed to enhance advisor efficiency, foster stronger client relationships, and drive long-term business growth within a connected, advisor-focused ecosystem. Learn more at AEWealthManagement.com.

Learn more at AEWealthManagement.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 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.

AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA). Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The personal opinions expressed by Ben Sullivan are his alone and may not be those of AEWM. This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed for all clients. None of the information shall constitute an offer to sell or solicit any offer to buy a security. 11/25 - 4954297

Securities offered through CAIS Capital LLC, memberFINRA,SIPC.

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Brie Parks, 866.363.9595

KEYWORD: KANSAS UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: FINANCE DATA ANALYTICS PROFESSIONAL SERVICES ASSET MANAGEMENT FINTECH

SOURCE: AE Wealth Management

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PUB: 11/05/2025 05:47 PM/DISC: 11/05/2025 05:46 PM

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