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
- Founder
- Matt Brown
- Founder
- Jeremy Norton
- Current Number of Employees
- 544
- Current LinkedIn Followers
- 27,043
Latest Estimated Valuation
- Estimated Valuation
- $2B
- Total Amount Raised
- $170M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $170M
- Latest Funding Round
- Series D
- Post-Money Valuation
- $2B
Company Momentum Positive
CAIS LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Employee Trend
CAIS had 544 employees as of October 12, 2026. The number of employees increased by 2 (0.37%) week-over-week.
Social Trend
CAIS had 27,043 followers as of October 12, 2026. The number of followers increased by 83 (0.31%) week-over-week.
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 |
|---|---|
| Vista Equity Partners | Series D |
| AllianceBernstein L.P. | Series D |
| Blue Owl Capital | Series D |
| Carlyle | Series D |
| Fortress Investment Group | Series D |
| Golub Capital | Series D |
| Lord Abbett | Series D |
| Royal Bank of Canada | Series D |
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