CAIS

CAIS

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Overview

CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel.

The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.

Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009.

About

Industries

Financial Services, Finance, FinTech, Hedge Funds, Real Estate Investment

Founded

2009

Employees

251-500

Headquarters locations

New York, New York, United States, North America

Social

N/A

Profile Resume

CAIS headquartered in New York, New York, United States, North America, operates in the Financial Services, Finance, FinTech, Hedge Funds, Real Estate Investment sector. The company focuses on Financial Services and has secured $56.8B in funding across 140 round(s). With a team of 251-500 employees, CAIS is actively contributing to advancements in Financial Services. Their latest funding round, Series A - CAIS, raised $4.0M. Discover more about their projects, partnerships, and impact on our platform.

Employees

imagePlace Matt Brown

Matt Brown

Founder & CEO

imagePlace Brad Walker

Brad Walker

Chief Client and Product Development Officer

imagePlace Timothy Shannon

Timothy Shannon

President and CFO

imagePlace Marc Premselaar

Marc Premselaar

Senior Managing Director | Structured Notes

imagePlace Brendan Cuddihy

Brendan Cuddihy

Chief Operating Officer

imagePlace George Davies

George Davies

Head of Data

Funding Rounds

Funding rounds

7

Investors

0

Lead Investors

0

Total Funding Amount

$406.0M

Details

7

CAIS has raised a total of $406.0M in funding over 7 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2022Private Equity
2015Early Stage Venture15.0M
2013Early Stage Venture12.0M
2011Early Stage Venture4.0M

Investors

CAIS is funded by 21 investors.

Investor NameLead InvestorFunding RoundPartners
Hamilton Lane-FUNDING ROUND - Hamilton Laneundefined
Tony Holt-FUNDING ROUND - Tony Holt15.0M
CAIS-FUNDING ROUND - CAIS15.0M
Square Peg Capital-FUNDING ROUND - Square Peg Capital15.0M

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