How much funding has CAIS raised?

CAIS has raised $325.0M in total funding, most recently a Corporate Round.

Who are CAIS's investors?

CAIS's investors include Apollo, Motive Partners, Hamilton Lane, Reverence Capital Partners, Franklin Templeton.

Where is CAIS headquartered?

CAIS is headquartered in New York, New York, United States.

CAIS

The leading alternative investment platform for independent financial advisors

New York, United States · Founded 2009 · $325.0M raised

Fintech

Headquarters: New York, New York
Employees: 201–500
Founded: 2009
Business Model: B2B

Website: caisgroup.com
Total Funding: $325.0M
Last Round: $100.0M Corporate RoundJun 2022
Rounds: 3

About

Founded in 2009 and headquartered in New York, CAIS is a fintech company transforming the world of alternative investing. The CAIS platform powers the full pre-trade, trade, and post-trade lifecycle for financial advisors seeking access to alternative investment strategies including hedge funds, private equity, private credit, real estate, and structured investments. CAIS serves independent financial advisors, home offices, and asset managers, providing education, due diligence, and execution capabilities on a single integrated platform.

Summary

CAIS is a Fintech company based in New York, United States, founded in 2009. It has raised $325.0M in total across 3 rounds, most recently a $100.0M Corporate Round round in Jun 2022. Investors include Apollo, Motive Partners and Hamilton Lane.

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