FUNDING
Key Metrics
Company Snapshot
CAIS is a Fintech company, based in New York, New York, USA, founded 2009 by Matt Brown. Latest valuation Over $2B (As of Jul 29, 2026, CAIS).
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 event · sources dated per row| Date | Event | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| Jul 29, 2026 | Series D | $170M | Over $2B | Vista Equity PartnersBlue Owl CapitalCarlyle GroupAllianceBernsteinFortress Investment GroupGolub CapitalLord Abbett+1 more outlined = lead | CAIS |
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
FUNDING
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.
FUNDING
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.
FUNDING
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.
Related Companies
Sources & 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.