tiprankstipranks
527 Madison Ave 2nd Floor New York, New York 10022, US
https://www.caisgroup.com/
CAIS is a New York-based alternative investment platform serving independent financial advisors. The company provides an end-to-end operating system that powers the pre-trade, trade, and post-trade lifecycle of alternative investments, serving more than 65,000 financial advisors across 2,500 wealth management firms.

Leadership & Board

Key Executives
FounderMatt Brown
FounderJeremy Norton
Current Number of Employees551
Current LinkedIn Followers26,420

Latest Estimated Valuation

Estimated Valuation$2B
Estimated Valuation$2B
Total Amount Raised$170M
Total Amount Raised$170M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$170M
Latest Funding Amount$170M
Latest Funding RoundSeries D
Latest Funding RoundSeries D
Post-Money Valuation$2B
Post-Money Valuation$2B

Company Momentum Positive

Articles Published on TipRanks1
Articles Published on TipRanks
1
LinkedIn Trend+0.27% followers
LinkedIn Trend
+0.27% followers
Workforce Trend1.1% employees
Workforce Trend
1.1% employees
CAIS LinkedIn following is increasing, signaling rising market interest, while its workforce size remains relatively unchanged.
Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Main Enterprise Clients

A snapshot of major enterprise customers that use this private company’s products or services, highlighting its commercial reach and market adoption.

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Jul 31, 2026
Series D
$170.00M
$2.00B

Investors

Investor Name
Funding Round

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