About CAIS
CAIS is a company based in New York (United States) founded in 2009 by Jeremy Norton and Matt Brown. CAIS has raised $904 million across 8 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
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$904 M (USD)
in 8 rounds
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Latest Funding Round
$170 M (USD), Series D
Jul 30, 2026
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Investors
Hamilton Lane
& 15 more
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Employee Count
Not available
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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.
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.
People of CAIS
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Funding Insights of CAIS
CAIS has successfully raised a total of $904M across 8 strategic funding rounds. The most recent funding activity was a Series D round of $170 million completed in July 2026. 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.
Investors in CAIS
CAIS has secured backing from 16 investors, including institutional and venture fund investors. Prominent investors backing the company include Hamilton Lane, Apollo Global Management and Franklin Templeton.
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Buyouts are targeted through private equity investments by the firm.
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Private equity investments in financial services sector are facilitated.
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A private equity fund is managed, targeting multiple sectors.
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Investor details for CAIS
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Investments & Acquisitions by CAIS
Investment portfolio details for CAIS
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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Financial Statements - CAIS
Detailed financials for CAIS
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Cais Comparisons
Peer comparison for CAIS
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management solutions are offered to financial advisors.
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Wealth management solutions are delivered via an online platform.
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Provider of API enabling brokerage account connectivity for data and trading
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Digital wealth tools are provided to empower financial advisors.
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Detailed competitors of CAIS
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Latest news on Cais
Complete news archive for CAIS
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Frequently Asked Questions about CAIS
CAIS was founded in 2009 and raised its 1st funding round 1 year after it was founded.
CAIS is headquartered in New York, United States. It is registered at New York, New York, United States.
Matt Brown is the current CEO of CAIS. They have also founded this company.
CAIS is a funded company, having raised a total of $904M across 8 funding rounds to date.
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.
CAIS's top competitors include Altruist, Nucleus Financial and QPLIX.
CAIS offers CAIS Platform, Alternative Investments Marketplace, and Structured Notes Network.
CAIS has 16 investors. Key investors include Hamilton Lane, Apollo Global Management, Franklin Templeton, Motive Partners, and Franklin Templeton India.
The valuation of CAIS is $1B as of Jan 2022.