CAIS at a glance
As ofWhat CAIS does
CAIS runs a platform that lets independent financial advisors find, evaluate, buy and manage alternative investments.[1] Founded in 2009, it is headquartered in New York City with offices in London, Austin and Red Bank, New Jersey.[2] The platform serves more than 2,500 wealth management firms and 65,000 advisors overseeing about $8.5 trillion in client assets.[1] In the first half of 2026, transaction volume rose 53% and assets on the platform rose 55% from a year earlier.[1] Its research assistant, CAISey, is built on Anthropic's Claude.[1] The company plans to use the money to expand the platform, build out its technology and AI tools and pursue strategic opportunities.[1]
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Company Snapshot
CAIS is a fintech company, based in New York, New York, USA, founded 2009 by Matt Brown.
Recent changes
- Jul 30, 2026Jul 30, 2026CAIS Raises $170M Series D at $2B+ Valuation Pulse story
- Jul 30, 2026Jul 30, 2026CAIS Raises $170M Series D, Tops $2B Valuation Pulse story
- Jul 29, 2026Jul 29, 2026Raised $170M Series D at a Over $2B valuation CAIS
- Jul 29, 2026Jul 29, 2026First reported valuation: Over $2B CAIS
- Jul 29, 2026Jul 29, 2026New investor: Carlyle Group CAIS
Funding history
1 equity event · newest first · sources dated per row| Date | Round | Amount | Valuation | Lead investors | Source |
|---|---|---|---|---|---|
| Jul 29, 2026 | Series Dnot counted | $170M | Over $2Bpost-money | WithBlue Owl CapitalPulse2Carlyle GroupPulse2Fortress Investment Group (affiliates)Pulse2Golub CapitalPulse2Lord AbbettPulse2AllianceBernsteinRoyal Bank of Canada all | CAIS |
Equity only. “Equity raised” above sums the rounds with a dated, linked source; rumored rounds, tender offers and secondary sales are listed but not counted, and debt financing is listed separately.
How CAIS has been funded
In January 2022 CAIS raised $225 million in a round led by Apollo and Motive Partners, with Franklin Templeton also investing, at a valuation above $1 billion.[3] Reverence Capital Partners added $100 million in April 2022 as a continuation of that round.[4] Hamilton Lane invested in June 2022, and the company said the financing put its enterprise valuation above $1.1 billion.[2] In July 2026 CAIS raised a $170 million Series D led by Vista Equity Partners at a valuation above $2 billion.[1] AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada also invested, bringing total capital raised to nearly $600 million.[1]
Investors
Latest Pulse
- Aug 9, 2026Enterprise AI Raised Another $590M You MissedSimile, CAIS, Eliyan and Freehand raised a combined $590M in the last two weeks of July for synthetic-user modeling, alternative-investment AI, chip interconnects and supply-chain agents — infrastructure and tooling money the model-layer headlines mostly missed.→
- Aug 3, 2026Fintech's Boring AI Infrastructure Bets Are CompoundingCAIS crossing a $2 billion valuation on 37% organic revenue growth, and a Cadre-founder-led AI startup landing $50 billion in design-partner AUM before its Series A, show fintech's unglamorous back-office infrastructure layer quietly compounding.→
- Jul 30, 2026CAIS Raises $170M Series D, Tops $2B ValuationCAIS raised a $170 million Series D led by Vista Equity Partners at a valuation above $2 billion, funding the alternative-investment platform's push to expand access for the more than 65,000 independent financial advisors already on its network.→
- Jul 30, 2026CAIS Raises $170M Series D at $2B+ ValuationCAIS raised $170 million in Series D funding led by Vista Equity Partners at a valuation above $2 billion, adding strategic investors including Blue Owl, Carlyle, and Fortress to scale its alternative-investments platform for independent financial advisors.→
Coverage Timeline
newest first- Aug 9, 2026FUNDINGEnterprise AI Raised Another $590M You Missed~$590M combined→
- Aug 3, 2026FUNDINGFintech's Boring AI Infrastructure Bets Are Compounding→
- Jul 30, 2026FUNDINGCAIS Raises $170M Series D, Tops $2B Valuation$170M Series D→
- Jul 30, 2026FUNDINGCAIS Raises $170M Series D at $2B+ Valuation$170M Series D→
All Coverage
FUNDING~$590M combined
Enterprise AI Raised Another $590M You Missed
Simile, CAIS, Eliyan and Freehand raised a combined $590M in the last two weeks of July for synthetic-user modeling, alternative-investment AI, chip interconnects and supply-chain agents — infrastructure and tooling money the model-layer headlines mostly missed.
BY THE NUMBERS
Fintech's Boring AI Infrastructure Bets Are Compounding
FUNDING
Fintech's Boring AI Infrastructure Bets Are Compounding
CAIS crossing a $2 billion valuation on 37% organic revenue growth, and a Cadre-founder-led AI startup landing $50 billion in design-partner AUM before its Series A, show fintech's unglamorous back-office infrastructure layer quietly compounding.
CAIS Raises $170M Series D, Tops $2B Valuation
FUNDING$170M Series D
CAIS Raises $170M Series D, Tops $2B Valuation
CAIS raised a $170 million Series D led by Vista Equity Partners at a valuation above $2 billion, funding the alternative-investment platform's push to expand access for the more than 65,000 independent financial advisors already on its network.
CAIS Raises $170M Series D at $2B+ Valuation
FUNDING$170M Series D
CAIS Raises $170M Series D at $2B+ Valuation
CAIS raised $170 million in Series D funding led by Vista Equity Partners at a valuation above $2 billion, adding strategic investors including Blue Owl, Carlyle, and Fortress to scale its alternative-investments platform for independent financial advisors.
Value Add Research
Related Companies
CAIS FAQ
What is CAIS's valuation?
In July 2026 CAIS raised a $170 million Series D led by Vista Equity Partners at a valuation above $2 billion.[1]
How much has CAIS raised?
In January 2022 CAIS raised $225 million in a round led by Apollo and Motive Partners, with Franklin Templeton also investing, at a valuation above $1 billion.[3]
Who founded CAIS?
Matt Brown is founder and CEO.[1]
Where is CAIS headquartered?
Founded in 2009, it is headquartered in New York City with offices in London, Austin and Red Bank, New Jersey.[2]
What does CAIS do?
CAIS runs a platform that lets independent financial advisors find, evaluate, buy and manage alternative investments.[1]
When was CAIS founded and where is it based?
CAIS was founded in 2009 and is headquartered in New York, New York, USA, according to Wikipedia.
References
researched 2026-10-24Sources & methodologyshow
Where these figures come from
- CAISprimary source2 facts
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.