CAIS
Founded Year
2009Stage
Private Equity | AliveTotal Raised
$398MValuation
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-78 points in the past 30 days
About CAIS
CAIS is a fintech company that focuses on transforming the world of alternative investing. The company provides a platform that connects independent financial advisors with alternative asset managers, enabling them to transact alternative investments and structured notes at a large scale. The company primarily serves the financial advisory sector and the alternative asset management industry. It was founded in 2009 and is based in New York, New York.
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ESPs containing CAIS
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The alternative investment product platforms market provides the infrastructure through which wealth managers, independent broker-dealers, RIA aggregators, financial advisors, banks, and trust companies can provide accredited investors and qualified purchasers access to alternative asset classes, strategies, and investment products. These include private equity, private credit, hedge funds, real e…
CAIS named as Leader among 12 other companies, including iCapital, Securitize, and YieldStreet.
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Research containing CAIS
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned CAIS in 2 CB Insights research briefs, most recently on Sep 27, 2024.
Expert Collections containing CAIS
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
CAIS is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,297 items
Wealth Tech
2,723 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
9,809 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
249 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Latest CAIS News
Nov 7, 2025
AE Wealth Management has launched AE Private Exchange, a private markets platform powered by CAIS te...
CAIS Frequently Asked Questions (FAQ)
When was CAIS founded?
CAIS was founded in 2009.
Where is CAIS's headquarters?
CAIS's headquarters is located at 527 Madison Avenue, New York.
What is CAIS's latest funding round?
CAIS's latest funding round is Private Equity.
How much did CAIS raise?
CAIS raised a total of $398M.
Who are the investors of CAIS?
Investors of CAIS include Hamilton Lane, Reverence Capital Partners, Franklin Templeton, Motive Partners, Apollo Global Management and 6 more.
Who are CAIS's competitors?
Competitors of CAIS include Lynk and 6 more.
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Compare CAIS to Competitors
iCapital focuses on alternative investments within the financial services industry. The company provides tools and solutions that assist in the incorporation of alternative assets into investment strategies for financial advisors, wealth managers, and asset managers. iCapital's platform offers management capabilities for education, transactions, data analytics, and client support during the investment lifecycle. It was founded in 2013 and is based in New York, New York.
YieldStreet serves as an alternative investments platform operating within the financial services sector. The company offers a range of private market investments designed to generate income streams, including real estate, private credit, private equity, venture capital, art, and legal finance. YieldStreet serves retail investors seeking to diversify their portfolios. It was founded in 2015 and is based in New York, New York.
Moonfare specializes in providing access to private equity investments through its digital platform. The company offers a range of services, including the ability to invest in individual funds, a diversified portfolio of funds, a private market ELTIF strategy for suitable investors, and a secondary market for buying and selling allocations before maturity. It was founded in 2016 and is based in Berlin, Germany.
Juniper Square provides partnership enablement solutions for the private investment sector. It has a platform which supports fundraising, investor operations, and fund administration, allowing general partners (GPs) and limited partners (LPs) to communicate and collaborate during the investment lifecycle. It serves commercial real estate, private equity, and venture capital firms, offering technologies for managing private market investments. It was founded in 2014 and is based in San Francisco, California.
Carta provides tools for private equity and venture capital within the financial services industry. The company offers a fund administration platform that includes services such as capitalization table management, valuations, tax compliance, and equity program management for private businesses. It serves the private capital market, including investors, limited partners, and portfolio companies. Carta was formerly known as eShares. It was founded in 2012 and is based in San Francisco, California.
Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.
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