CAIS
PrivateLast Round
Series D
Jul 29, 2026
Est. Valuation
$2B
Total Funding Raised
$545M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
CAIS is a financial technology company that provides an alternative investment platform connecting independent financial advisors with a broad range of alternative investment strategies.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Financial Data
Business Model
B2B2C
Customer Profile
Marketplace Commission, Usage-Based SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CAIS Comparables
Compare CAIS with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| iCapital | 91% | |
| Opto Investments | 79% | |
| Crystal Capital Partners | 78% | |
CAIS Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Jul 29, 2026 | ||||
| Series C Extension | Apr 6, 2022 | ||||
| Series C | Jan 11, 2022 | ||||
| Series B | Nov 19, 2020 |
Key People
Founding team and executive leadership
CAIS Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| AllianceBernstein | Series D |
| Royal Bank Of Canada | Series D |
| Reverence Capital Partners | Series C Extension |
| Fortress Investment Group | Series D |
| Franklin Templeton India | Series C |
| Blue Owl Capital | Series D |
| The Carlyle Group | Series D |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 3, 2026
Platform now serves over 50,000 financial advisors.
- Mar 3, 2026
Platform supports oversight of over $6 trillion in network assets.
CAIS Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about CAIS's valuation, stock price, and market status.