CAIS - About the company
CAIS is a series D company based in New York City (United States), founded in 2009 by Matt Brown. It operates as a Platform offering financial planning and advisory solutions for wealth managers. CAIS has raised $904M in funding from investors like Vista Equity Partners, Apollo Global Management and Reverence Capital Partners, with a current valuation of $2B. The company has 367 active competitors, including 59 funded and 39 that have exited. Its top competitors include companies like bunch, PureFacts and getquin.
Sectors and market segments that CAIS operate in
CAIS serves in the FinTech market segments.The primary business model of CAIS is:Company Details
Platform offering financial planning and advisory solutions for wealth managers. It allows wealth managers to access multiple investment products in order to develop financial goals for their clients. It provides tools for executing investments, making capital market offers, portfolio development, tracking portfolio performance, reporting fund details, and more.
- Website
- www.caisgroup.com
- Social
- Email ID
- *****@caisgroup.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2009
Location
New York City, United States
Stage
Series D
Total Funding
$904M in 8 rounds
Latest Funding Round
Post Money Valuation
$2B as on Jul 30, 2026
Investors
Ranked
7th among 367 active competitors
Employee Count
542 as on Sep 30, 2026
Legal entities associated with CAIS
CAIS is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
CAIS CAPITAL LLC CIN: 152081724 , Australia, Active | Jul 13, 2011 | - | - |
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CAIS's funding and investors
CAIS has raised a total funding of $904M over 8 rounds. Its first funding round was on Mar 04, 2010. Its latest funding round was a Series D round on Jul 30, 2026 for $170M. 8 investors participated in its latest round. CAIS has 22 institutional investors.
Here is the list of recent funding rounds of CAIS:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 30, 2026 | $170M | Series D | $2B | - | ||
Jun 28, 2022 | $225M | Series C | $1B | - | - | |
Apr 07, 2022 | $100M | Series C | - | - | - |
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CAIS's founders and board of directors
Founder? Claim ProfileThe founders of CAIS is Matt Brown. Matt Brown is the CEO of CAIS.
Here are the details of CAIS's key team members:
- Matt Brown: Co-Founder & CEO of CAIS. They serve on the board of 1 company.Contact Info: 1 email address
CAIS's Board of Directors
CAIS's board has 14 active members. Matt Brown, Todd Gilbert, Andrew Putterman, Todd Boehly and Milton Berlinski are part of team and Ellen Levy, George Stephan, Tim Shannon, Bridget van Kralingen, Tony Holt, Allyson Conyers, Miguel Tejeda, Daniel Brujis and Andrew Gosden are independent board members.Here is the list of CAIS's board of directors:
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View details of CAIS's Founder profiles and Board Members
CAIS's employee count trend
CAIS has 542 employees as of Sep 26. Here is CAIS's employee count trend over the years:
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CAIS's Competitors and alternates
Top competitors of CAIS include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of CAIS, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online platform for portfolio management | $58M | 66/100 | ||
2nd | CRM solutions for wealth managers | $61M | 65/100 | ||
3rd | Portfolio management software | $16.2M | 64/100 | ||
4th | Provider of API enabling brokerage account connectivity for data and trading | $7.5M | 61/100 | ||
5th |  SMArtX 2010, West Palm Beach (United States), Series D | Managed accounts technology innovator modernizing financial services with cloud-based solutions | $39.7M | 61/100 | |
6th |  Opto Investments 2020, New York City (United States), Series A | Online platform provides software solutions for financial advisors | $145M | 60/100 | |
7th |  CAIS 2009, New York City (United States), Series D | Platform offering financial planning and advisory solutions for wealth managers | $904M | 56/100 | |
8th |  Nitrogen Wealth 2011, Auburn (United States), Acquired | Client engagement solutions for wealth management firms | $23.7M | 59/100 | |
9th |  Tidal Financial Group 2012, New York City (United States), Series C | Technology platform facilitating the creation, operation and growth of ETFs | $32M | 59/100 | |
10th |  Solovis 2013, Dallas (United States), Acquired | Global technology company serving capital markets and beyond with diverse solutions | $20.8M | 58/100 |
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CAIS's Investments and acquisitions
CAIS has made no investments or acquisitions yet.
Reports related to CAIS
Here is the latest report on CAIS's sector:
News related to CAIS
Filter this listMedia has covered CAIS for a total of 10 events in the last 1 year, 4 of them have been about company updates and 3 about partnerships.
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CAIS Expands Work with Anthropic, Joining Claude for Financial AdvisorsBusiness Wire•Oct 27, 2026•CAIS
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CAIS Unveils Final Speaker Lineup for 2026 Summit, Bringing 1,250+ to Beverly Hills for Fifth Annual EventBusiness Wire•Oct 07, 2026•CAIS
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CAIS Secures $170M Series D Funding at $2B Valuation Led by Vista Equity PartnersThe SaaS News•Jul 30, 2026•CAIS, Vista Equity Partners
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Inspira Financial Integrates with CAIS to Expand Alternatives Access for Independent AdvisorsNewswire•Jul 22, 2026•CAIS, Inspira Financial
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Eagle Point Joins CAIS Platform to Offer Investment StrategiesGlobal Fintech Series•Jun 17, 2026•Eagle Point, CAIS
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CAIS Announces Fifth Annual Summit Featuring Its Most Impactful and Wide-Ranging LineupBusiness Wire•Jun 03, 2026•CAIS
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P10, Bonaccord Capital Partners & CAIS to Expand Wealth Channel Access to GP Stakes SolutionsGlobeNewswire•Jan 29, 2026•Bonaccord Capital Partners, P10, CAIS
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CAIS Advisors to Launch CAIS Sports, Media and Entertainment Fund, Selects Arctos and Eldridge as Core Independent ManagersFinancial Post•Dec 05, 2025•CAIS
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CAIS Unveils CAISey, an AI Solution to Streamline Alternative Investment for AdvisorsBusiness Wire•Oct 16, 2025•CAIS
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CAIS and LODAS Markets to Launch Secondary Marketplace for Private FundsCrowdfund Insider•Oct 16, 2025•Orion, LODAS Markets, Vestmark, CAIS and 1 other
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