CAIS
The leading alternative investment platform for independent financial advisors
New York, United States · Founded 2009 · $545.0M raised
- Headquarters
- New York, New York
- Employees
- 201–500
- Founded
- 2009
- Business Model
- B2B
- Website
- caisgroup.com
- Total Funding
- $545.0M
- Last Round
- $170.0M Series DJul 2026
- Rounds
- 5
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 $545.0M in total across 5 rounds, most recently a $170.0M Series D round in Jul 2026. Investors include Apollo, Motive Partners and Vista Equity Partners.
Tech & App Stack
5 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
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Funding History
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Jul 2026
Sign up to see all 5 rounds
Series B through Series D — per-round amounts, valuations, and who invested in each round.
Investors
Apollo
2 rounds
Motive Partners
2 rounds
Vista Equity Partners
1 round
Hamilton Lane
1 round
Reverence Capital Partners
1 round
Eldridge Industries
1 round
AllianceBernstein
1 round
Blue Owl Capital
1 round
The Carlyle Group
1 round
Fortress Investment Group
1 round
Golub Capital
1 round
Lord Abbett
1 round
Royal Bank of Canada
1 round
Franklin Templeton
1 round
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