About CAIS
CAIS is a Technology company based in New York (United States) founded in 2009 by Jeremy Norton and Matt Brown. Financial planning and advisory solutions are offered to wealth managers. CAIS has raised $904 million across 8 funding rounds from investors including Royal Bank of Canada, Golub Capital and The Carlyle Group. The company has 542 employees. CAIS was last valued at $2 billion in July 2026. Its chief executive, as recorded, is Matt Brown. Its website caisgroup.com draws about 30 thousand monthly visits. CAIS offers products and services including CAIS Platform, Alternative Investments Marketplace, and Structured Notes Network. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its legal entity is CAIS CAPITAL LLC. Its competitors include Altruist, GeoWealth and SMArtX; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Employees 542
- Founders Jeremy Norton, Matt Brown
- Stage Unicorn
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website caisgroup.com
- Social LinkedIn X Facebook
- Legal Name Cais Capital Llc
- Total Equity Funding$904M (USD)
in 8 rounds
- Latest Funding Round$170M (USD), Series D
Jul 2026
- InvestorsRoyal Bank of Canada
& 21 more
- Employee Count542
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.
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.
- Total Funding $904M
- Total Rounds 8
- Last Round Series D — $170M
- First Round $4M
(Mar 2010)
- Investors Count 22
All 8 funding rounds of CAIS with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2026 | $170M | Series D | – | Vista Equity Partners | |
| Jun 2022 | $225M | Series C | – | – | |
| Apr 2022 | $100M | Series C | – | Reverence Capital Partners | – |
| Jan 2022 | $340M | Series C | $1B | Apollo Global Management, Motive Partners | |
| Nov 2020 | $50M | Series B | – | Eldridge Industries | – |
| Dec 2018 | Series B | – | – | – | |
| Jun 2015 | $15M | Series A | – | Square Peg Ventures | – |
| Mar 2010 | $4M | Series A | – | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Jan 2022 | $1B | •••••••• |
Last known valuation $2B (Jul 2026). 22 investors in total: 22 institutional.
Investors in CAIS
CAIS has secured backing from 22 investors, including institutional and venture fund investors. Prominent investors backing the company include Royal Bank of Canada, Golub Capital and The Carlyle Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Buyouts are targeted through private equity investments by the firm. | 1990 | apollo.com | New York, United States | |
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States | ||
A private equity fund is managed, targeting multiple sectors. | reverencecapital.com | New York, United States | ||
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Holding company investing in insurance, asset management, technology, mobility, sports, music, real estate, and consumer sectors | eldridge.com | Miami, United States | ||
Venture capital fund investing in seed & early-stage startups | squarepeg.vc | Clifton Park, United States | ||
Investments are directed toward high-growth enterprise software and technology companies. | vistaequitypartners.com | Austin, United States | ||
Private debt fund focused on multiple sectors | 1967 | alliancebernstein.com | New York, United States | |
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | Washington, Dc, United States | |
Early stage venture capital is provided by Constant Innovation. | constantinnovation.com.au | Mount Waverley, Australia |
Investor details for CAIS
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CAIS
62 people are tracked at CAIS (37 in leadership, 15 in board & advisors, 10 in team); the tracked headcount is 542.
| Name | Role | Group |
|---|---|---|
Jeremy Norton | Co-Founder | Leadership |
Matt Brown | Co-Founder & CEO | Leadership |
Brendan Cuddihy | COO | Leadership |
Meghan Gault | Chief People Officer | Leadership |
James Connor | Senior Vice President | Leadership |
Josette Leslie | Chief Financial Officer | Leadership |
Neil Blundell | Managing Director, Head of the Investments Team | Leadership |
Kan Kotecha | Chief Technology Officer | Leadership |
Chris Zuczek | Managing Director, Chief Product Officer | Leadership |
Nick Funnell | Managing Director, Product Engineering | Leadership |
Kristin Zaehb | Director, Fund Operations | Leadership |
Tim Shannon | President | Leadership |
Chris Crawford | Managing Director, Operations & Risk Management | Leadership |
Colin Lucas | Director, Product Specialist | Leadership |
Patrick McHugh | Senior Vice President | Leadership |
Tim Donaldson | Director, Product Specialist | Leadership |
Marc Premselaar | Senior Managing Director,, Structured Solutions | Leadership |
Jim Cockerill | Senior Vice President, Enterprise | Leadership |
Skylar Wolen | Vp, Product Management | Leadership |
Ambika Sukla | Managing Director, Head Of AI | Leadership |
42 more people are available in the full profile.
Complete people profiles for CAIS
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CAIS
4 dated milestones of CAIS across 17 years, from founding to its latest funding, stage changes and deals.
- Founded CAIS is founded.
- Funding First funding round of $4.0M.
- Milestone Reaches Unicorn status.
- Funding Latest funding round, Series D, of $170.0M.
Competitors of CAIS
CAIS has 3 listed competitors in our database, 3 of them funded. They include Altruist, GeoWealth and SMArtX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | Integrated wealth management solutions are offered for advisors and institutions. | ||
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | Performance monitoring and account valuation solution |
Detailed competitors of CAIS
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of CAIS
The website of CAIS (caisgroup.com) receives about 29.8K visits a month and ranks #1,025,552 among all websites worldwide, #9,208 in Investing.
- Monthly visits29.8K
▲ 23.9% vs previous month
- Unique visitors10.8K
per month
- Global rank#1,025,552
among all websites
- Category rank#9,208
Finance · Investing
- Bounce rate42%
- Pages per visit2.6
- Average visit1 min 51 sec
- DevicesDesktop 43% · Mobile 57%
Websites whose visitors overlap most with CAIS. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
distressed-debt-investing.com | distressed-debt-investing.com | 100% | #12,936,648 | – | |
| icapital.com | 100% | 77.2K | #601,579 | View details | |
parkhillgroup.com | parkhillgroup.com | 99% | – | ||
dakota.com | dakota.com | 97% | #529,918 | – | |
| envestnet.com | 96% | 537.1K | #72,822 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for CAIS
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as CAIS (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Cais
Complete news archive for CAIS
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 CEO of CAIS, as recorded in our data. They have also founded this company.
CAIS is a funded company, having raised a total of $904M across 8 funding rounds to date. The company's 1st funding round was a Series A of $4M, raised on Mar 2010.
CAIS has 542 employees.
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 offers CAIS Platform, Alternative Investments Marketplace, and Structured Notes Network.
CAIS has 22 investors. Key investors include Royal Bank of Canada, Golub Capital, The Carlyle Group, Hamilton Lane, and AllianceBernstein.
The valuation of CAIS is $2B as of Jul 2026.
CAIS operates through Cais Capital Llc.