
Total amount raised
$406 Millions
Latest funding date
06/01/2022

Location
CAIS offers a platform that connects independent financial advisors with leading alternative asset managers, delivering alternative investments and structured notes efficiently. The platform aims to democratize access to alternative investments by combining technology with client experience.
Keep reading to explore the intricacies of CAIS's fundraising journey and the investors backing this innovative platform.
What Is CAIS?
Founded in 2009, CAIS is a financial services company specializing in alternative investments and structured notes. The platform connects independent financial advisors with leading alternative asset managers, aiming to democratize access to these investments.
CAIS has built a robust network, serving over 2,000 wealth management firms and 50,000 independent financial advisors. The company manages approximately $6.0 trillion in end-client assets, leveraging innovative technology to enhance access and efficiency in the wealth management ecosystem.
How Much Funding Has CAIS Raised?
- Series A
- Amount Raised: $4M
- Date: February 2011
- Lead Investors: -
- Series A
- Amount Raised: $12M
- Date: October 2013
- Lead Investors: Square Peg Capital
- Series A
- Amount Raised: $15M
- Date: July 2015
- Lead Investors: Square Peg Capital
- Series B
- Amount Raised: $50M
- Date: November 2020
- Lead Investors: Eldridge Industries
- Private Equity Round
- Amount Raised: $225M
- Date: January 2022
- Lead Investors: Apollo, Motive Partners
- Private Equity Round
- Amount Raised: $100M
- Date: April 2022
- Lead Investors: Reverence Capital Partners
- Private Equity Round
- Amount Raised: -
- Date: June 2022
- Lead Investors: Hamilton Lane
In total, CAIS has raised $406M in funding.
Key Investors
- Hamilton Lane
- Details: Hamilton Lane is a leading private markets investment management firm providing innovative solutions to institutional investors worldwide. The firm has over $719 billion in assets under management and supervision.
- Investment Focus Areas: Private equity, real estate, infrastructure.
- Notable Investments: Not publicly disclosed.
- Reverence Capital Partners
- Details: Reverence Capital Partners is a private investment firm focused on thematic investing in leading financial services businesses. The firm was founded by experienced industry professionals with a deep understanding of the financial services sector.
- Investment Focus Areas: Financial services, asset management, insurance.
- Notable Investments: Advisor Group, Russell Investments, Victory Capital.
- Apollo
- Details: Apollo is a global alternative investment manager with a focus on private equity, credit, and real assets. The firm manages approximately $498 billion in assets.
- Investment Focus Areas: Private equity, credit, real assets.
- Notable Investments: ADT, Shutterfly, Rackspace.
- Motive Partners
- Details: Motive Partners is a specialist private equity firm focused on technology-enabled financial services companies. The firm leverages its deep industry expertise to drive growth and innovation.
- Investment Focus Areas: Financial technology, payments, banking software.
- Notable Investments: Dun & Bradstreet, InvestCloud, Avaloq.
- Eldridge Industries
- Details: Eldridge Industries is a private investment firm that invests across diversified industries, including insurance, asset management, technology, sports, media, and real estate. The firm was founded by Todd Boehly.
- Investment Focus Areas: Insurance, asset management, technology.
- Notable Investments: Cain International, Valence Media, Security Benefit.
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