When was CAIS founded?

CAIS was founded in 2009 and became a unicorn in 2022, reaching the milestone in 13 years. It raised its 1st funding round 1 year after its incorporation.

Where is CAIS located?

CAIS is headquartered in New York City, United States.

Who is the current CEO of CAIS?

Matt Brown of CAIS. They have also founded 1 company.

How many employees does CAIS have?

As of Mar 31, 2026, the latest employee count at CAIS is 546.

Is CAIS a funded company?

CAIS is a funded company, having raised a total of $734M across 7 funding rounds to date. The company's 1st funding round was a $4M Series A round, raised on Mar 04, 2010.

How much is CAIS worth?

The latest valuation of CAIS is $1B as of Jun 28, 2022.

When was the latest funding round of CAIS?

CAIS's latest funding was a $225M Series C round on Jun 28, 2022, with participation from 6 investors.

Is CAIS a Investment Tech company?

The primary sector of CAIS is Investment Tech.

Where does CAIS rank among its competitors?

CAIS ranks 5th amongst 307 active competitors, of which 52 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Alkymi, which secured an undisclosed amount in Aug, 2025.

Who are the top competitors of CAIS?

CAIS's top competitors include PureFacts, Alkymi and SMArtX. Among them, Alkymi secured the most recent funding round in August, 2025.

CAIS - 2026 Company Profile, Team, Funding & Competitors

Sectors and market segments that CAIS operate in

CAIS serves in the FinTech market segments.The primary business model of CAIS is:

FinTech > Investment Tech > ***** **** > ***** ******

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 C

Total Funding

$734M in 7 rounds

Latest Funding Round

Series C, Jun 28, 2022, $225M

Post Money Valuation

$1B as on Jun 28, 2022

Investors

Apollo Global Management & 13 more

Ranked

5^th among 307 active competitors

Employee Count

546 as on Mar 31, 2026

Similar Companies

PureFacts & 331 more

View CAIS's full profile

CAIS is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
CAIS CAPITAL LLC CIN: 152081724 , Australia, Active	Jul 13, 2011	-	-	-

CAIS has raised a total funding of $734M over 7 rounds. Its first funding round was on Mar 04, 2010. Its latest funding round was a Series C round on Jun 28, 2022 for $225M. 6 investors participated in its latest round. CAIS has 14 institutional investors.

Here is the list of recent funding rounds of CAIS:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 28, 2022	$225M	Series C	$1B	-	-	Hamilton Lane, Apollo Global Management, Motive Partners, Franklin Templeton India, Reverence Capital Partners, Stone Point Capital
Apr 07, 2022	$100M	Series C	-	-	Reverence Capital Partners	-
Jan 11, 2022	$340M	Series C	$1B	-	Apollo Global Management, Motive Partners	Franklin Templeton Investments

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View details of CAIS's funding rounds and investors

The founders of CAIS are Matt Brown and Jeremy Norton. 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
Jeremy Norton: Co-Founder of CAIS.

View details of CAIS's Founder profiles and Board Members

CAIS's employee count trend

CAIS has 546 employees as of Mar 26. Here is CAIS's employee count trend over the years:

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Top competitors of CAIS include PureFacts, Alkymi and SMArtX. Here is the list of Top 10 competitors of CAIS, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Round13, Canadian Business Growth Fund & 1 others	64/100
2nd	Alkymi 2017, New York City (United States), Series B	Developer of enterprise data digitization and analytics solutions	$26M	Canaan, Cornerstone Investment Capital & 7 others	61/100
3rd	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
4th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	Edison Partners, Cultivate Ventures & 6 others	60/100
5th	CAIS 2009, New York City (United States), Series C	Platform offering financial planning and advisory solutions for wealth managers	$734M	Schechter, Stone Point Capital & 12 others	59/100
6th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	58/100
7th	GeoWealth 2010, Chicago (United States), Series C	Advisory & Wealth management solutions	$75M	BlackRock, Apollo Global Management & 2 others	57/100
8th	MProfit 2007, Mumbai (India), Seed	Digital platform for portfolio management and accounting solution	$2M	Volrado Venture Partners, Enam Holdings & 9 others	57/100
9th	Jacobi 2014, San Francisco (United States), Series A	Cloud-based portfolio design platform	$25.6M	QIC, CE Innovation Capital & 8 others	56/100
10th	Axioma 1998, New York City (United States), Acquired	Risk management and portfolio construction solution	$22.5M	Salmon River Capital, Saturn Partners & 7 others	55/100