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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
Financial Services, Finance, FinTech, Hedge Funds, Real Estate Investment
2009
251-500
Headquarters locations
New York, New York, United States, North America
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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.
Funding Rounds
7
0
0
$406.0M
Details
7
CAIS has raised a total of $406.0M in funding over 7 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
---|---|---|---|---|
2022 | Private Equity | |||
2015 | Early Stage Venture | 15.0M | ||
2013 | Early Stage Venture | 12.0M | ||
2011 | Early Stage Venture | 4.0M |
Investors
CAIS is funded by 21 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
Hamilton Lane | - | FUNDING ROUND - Hamilton Lane | undefined |
Tony Holt | - | FUNDING ROUND - Tony Holt | 15.0M |
CAIS | - | FUNDING ROUND - CAIS | 15.0M |
Square Peg Capital | - | FUNDING ROUND - Square Peg Capital | 15.0M |
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