CAZ Investments Launches Enhanced Partner Portal Experience for Advisors and Direct Investors

A Newly Reimagined Digital Platform, Built Entirely In-House and Available on Web and iOS, Designed to Evolve Alongside the Partners Who Use It Daily

HOUSTON, Sept. 15, 2026 /PRNewswire/ -- CAZ Investments ("CAZ"), a leading Houston-based alternative investments firm, today announced the launch of its custom Partner Portal, available now on web and as a dedicated iOS app, delivering a modernized digital experience for both financial advisors and direct investors. CAZ's Digital Transformation Team, led by Chief Operating Officer Ron Veillon, designed and built the custom portal in just over 100 days, bringing enhanced reporting and fund information together in a single, integrated interface. Early hands-on testing was led by investors, whose feedback helped shape the now-live experience.

The result is a platform designed to provide a range of high-quality capabilities for CAZ Partners. Through the integration of a web platform and iOS app, Partners now have the ability to instantaneously access their Portal from their desktop or their iOS app. Highlights of the new Portal features include cleaner investment and position tracking views, faster capital activity and statement review, expanded tools and resources for investment advisors, and streamlined paths to connect with the CAZ Team.

"The Partner Portal was intentionally built to serve our advisors and investors with a digital experience that matches the quality of the investment opportunities we present them with," said Christopher Zook, Chairman and Chief Investment Officer, CAZ Investments. "This is a significant step forward in how investors engage with CAZ, but it is only the beginning. We built this platform in-house, which means that we can adapt quickly, and are committed to continually expanding the capabilities to meet our investors' needs."

CAZ Investments looks forward to hearing feedback from users in the months ahead to provide its investors with a seamless investing experience. Advisors and direct investors can log into the new Partner Portal at https://cazinvestments.com/, or download the CAZ Investments Portal app on the App Store.

About CAZ Investments

CAZ Investments is a Houston-based alternative investments firm that thematically curates differentiated investment opportunities for its global network of investors. Founded in 2001, CAZ has grown to become one of the world's top 100 allocators to private equity. With $11 billion+ in assets currently deployed, CAZ provides unique exposure to asset classes such as GP Stakes, Professional Sports Ownership, Disruptive Technology, Energy, Real Estate and more.

The CAZ global network consists of over 9,400 investors in all 50 states and 41 countries. The group includes more than 500 wealth management firms, investment advisors, family offices and institutional investors, who value the innovative and differentiated opportunities that CAZ develops.

Media Contact:
Lisa Salazar
JConnelly for CAZ Investments
[email protected]

SOURCE CAZ Investments