CAIS
PrivateLast Round
Series C
Extension
6/28/2022
Est. Valuation
$1.1B
Total Funding Raised
$600M
Company Overview
CAIS is a financial technology company that connects independent financial advisors with a diverse range of alternative investment strategies, including hedge funds, private equity, private credit, real estate, and structured notes, to enhance client outcomes and navigate dynamic market conditions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B
Customer Profile
Marketplace Commission, Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CAIS Comps
Public and private peers based on sector, stage, and business model.
CAIS Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | 6/28/2022 | ||||
| Series C Extension | 4/6/2022 | ||||
| Series C | 1/11/2022 | ||||
| Series B | 11/19/2020 |
Key People
Founding team and executive leadership
CAIS Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Apollo Funds | Series C Extension, Series C |
| Reverence Capital Partners | Series C Extension |
| Hamilton Lane | Series C Extension |
| Franklin Templeton India | Series C Extension, Series C |
| Eldridge Industries | Series B |
| Franklin Templeton Digital Assets | Series C, Series C Extension |
| Motive Partners | Series C Extension, Series C |
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 |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about CAIS's valuation, stock price, and market status.
