Loading organizations...

CAIS is a technology company.
CAIS operates as a financial technology platform that provides independent financial advisors with streamlined access to alternative investment products. The company develops and maintains a digital marketplace where advisors can explore, select, and transact in private equity, hedge funds, structured notes, and other complex investment vehicles. This platform integrates technology solutions for due diligence, transaction processing, and ongoing reporting, simplifying what is often a cumbersome and exclusive segment of the financial market.
The company was founded in 2009 by Matt Brown, who identified a significant need among independent financial advisors for efficient access to alternative investments typically reserved for larger institutions. Brown’s insight stemmed from the understanding that a dedicated platform could democratize access and provide the necessary infrastructure for these advisors to effectively incorporate alternatives into their client portfolios, bridging a historical gap in the wealth management industry.
Independent financial advisors constitute CAIS's primary customer base, utilizing the platform to serve their affluent clients. The company’s overarching vision is to empower these advisors by offering robust access, comprehensive education, and advanced technology, enabling them to confidently allocate capital to alternative investments. This approach aims to enhance investment outcomes for their clients and evolve how alternative assets are integrated into diversified portfolios.
CAIS has raised $402.0M across 5 funding rounds.
CAIS has raised $402.0M in total across 5 funding rounds.
CAIS is a fintech company that operates a leading alternative investment platform designed to connect independent financial advisors with alternative asset managers. It provides streamlined access to private equity, hedge funds, structured notes, and other alternative investment products, enabling advisors to transact at scale with greater efficiency. The platform serves over 2,000 wealth management firms and more than 50,000 financial advisors overseeing approximately $6 trillion in client assets, addressing the challenge of fragmented access to alternatives in the wealth management ecosystem[2][4]. CAIS’s technology simplifies the entire investment lifecycle—from discovery to trade execution and reporting—while also offering educational resources to help advisors make informed decisions[2][6].
Founded in 2009 by Matt Brown, who had a background in wealth management, CAIS emerged to democratize access to alternative investments for independent financial advisors. Initially, it focused on providing access to hedge funds with relatively low minimum commitments, featuring managers like Paulson & Co. and Goldman Sachs' Commodity Opportunities Fund[5]. Over time, CAIS expanded its platform capabilities and partnerships, including collaborations with Mercer for operational support and due diligence. The company has evolved into a comprehensive fintech platform that integrates with wealth management technology stacks and supports a broad range of alternative investment products[3][5].
CAIS rides the growing trend of democratizing access to alternative investments, which traditionally have been limited to institutional or ultra-high-net-worth investors. The timing is favorable due to increasing demand from independent financial advisors seeking diversified investment options for their clients and the broader shift toward digital platforms in wealth management. Market forces such as fee compression, regulatory changes, and technology adoption are driving the need for streamlined, transparent, and scalable solutions like CAIS. By providing critical infrastructure and education, CAIS influences the broader ecosystem by enabling more advisors to participate in alternatives, thereby expanding the investor base and fostering innovation in product offerings[2][5][6].
Looking ahead, CAIS is positioned to continue expanding its platform capabilities and lowering barriers to alternative investing, as evidenced by recent moves to reduce fees and increase transparency. Trends such as artificial intelligence integration, enhanced data analytics, and growing interest in private markets will likely shape CAIS’s evolution. Its influence may deepen as it further integrates with wealth management technology stacks and broadens its product menu, potentially setting new industry standards for access, efficiency, and education in alternative investments. This trajectory aligns with CAIS’s founding mission to empower independent advisors and democratize alternative investing on a large scale[4][5][6].
CAIS has raised $402.0M in total across 5 funding rounds.
CAIS's investors include Milton Berlinski, Marc Rowan, Blythe Masters, Jenny Johnson, Square Peg Capital.
CAIS has raised $402.0M across 5 funding rounds. Most recently, it raised $100.0M Other Equity in April 2022.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Apr 6, 2022 | $100.0M Other Equity | Milton Berlinski | |
| Jan 11, 2022 | $225.0M Other Equity | Marc Rowan, Blythe Masters | Jenny Johnson |
| Nov 19, 2020 | $50.0M Series B | ||
| Jul 1, 2015 | $15.0M Series A | Square Peg Capital | |
| Oct 1, 2013 | $12.0M Series A | Square Peg Capital |