About CAIS
CAIS is a company based in New York (United States) founded in 2009 by Jeremy Norton and Matt Brown.. CAIS has raised $734 million across 7 funding rounds from investors including Hamilton Lane, Apollo Global Management and Franklin Templeton. CAIS offers products and services including CAIS Platform, Alternative Investments Marketplace, and Structured Notes Network. CAIS operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter New York, United States
- Founders Jeremy Norton, Matt Brown
- Stage Unicorn
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Cais Capital Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$734 M (USD)
in 7 rounds
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Latest Funding Round
$225 M (USD), Series C
Jun 28, 2022
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Investors
Hamilton Lane
& 8 more
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Employee Count
Employee Count
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Products & Services of CAIS
CAIS offers a comprehensive portfolio of products and services, including CAIS Platform, Alternative Investments Marketplace, and Structured Notes Network. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Online system for alternative investments and structured notes transactions.
Tool for advisors to access and manage diverse asset managers.
Platform linking users with bank issuers for note offerings.
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Funding Insights of CAIS
CAIS has successfully raised a total of $734M across 7 strategic funding rounds. The most recent funding activity was a Series C round of $225 million completed in June 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 7
- Last Round Series C — $225.0M
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First Round
First Round
(04 Mar 2010)
- Investors Count 9
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2022 | Amount | Series C - CAIS | Valuation |
investors |
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| Apr, 2022 | Amount | Series C - CAIS | Valuation | Reverence Capital Partners |
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| Jan, 2022 | Amount | Series C - CAIS | Valuation | Apollo Global Management , Motive Partners |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in CAIS
CAIS has secured backing from 9 investors, including institutional and venture fund investors. Prominent investors backing the company include Hamilton Lane, Apollo Global Management and Franklin Templeton. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Buyouts are targeted through private equity investments by the firm.
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Founded Year | Domain | Location | |
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Private equity investments in financial services sector are facilitated.
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Founded Year | Domain | Location | |
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A private equity fund is managed, targeting multiple sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by CAIS
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - CAIS
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cais Comparisons
Competitors of CAIS
CAIS operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered via an online platform.
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| domain | founded_year | HQ Location |
Provider of API enabling brokerage account connectivity for data and trading
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cais
Frequently Asked Questions about CAIS
When was CAIS founded?
CAIS was founded in 2009 and raised its 1st funding round 1 year after it was founded.
Where is CAIS located?
CAIS is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of CAIS?
Matt Brown is the current CEO of CAIS. They have also founded this company.
Is CAIS a funded company?
CAIS is a funded company, having raised a total of $734M across 7 funding rounds to date. The company's 1st funding round was a Series C of $340M, raised on Mar 04, 2010.
What does CAIS do?
Founded in 2009 and based in New York, United States, CAIS operates as a platform in the fintech sector focused on wealth management. Access to multiple investment products is enabled for wealth managers to develop client financial goals. Tools for investment execution, capital market offers, portfolio development, performance tracking, and fund reporting are provided to support advisory operations.
Who are the top competitors of CAIS?
CAIS's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does CAIS offer?
CAIS offers CAIS Platform, Alternative Investments Marketplace, and Structured Notes Network.
Who are CAIS's investors?
CAIS has 9 investors. Key investors include Hamilton Lane, Apollo Global Management, Franklin Templeton, Motive Partners, and Franklin Templeton India.
What is CAIS's valuation?
The valuation of CAIS is $1B as of Jan 2022.
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