What is CAIS Capital?
Founded in 2009, CAIS operates as a leading alternative investment platform designed to democratize access to sophisticated financial products. The company provides financial advisors with a comprehensive suite of strategies, including private equity, private credit, hedge funds, and digital assets. Beyond mere access, CAIS distinguishes itself through its proprietary learning system, CAIS IQ, and rigorous independent due diligence conducted by Mercer. By integrating seamlessly with major custodians like Fidelity, Schwab, and Pershing, the platform streamlines the transaction lifecycle, effectively removing traditional barriers to entry for wealth managers and their clients.
How much funding has CAIS Capital raised?
CAIS Capital has raised a total of $545M across 4 funding rounds:
Series B
$50M
Series C
$225M
Other Financing Round
$100M
Series D
$170M
Series B (2020): $50M with participation from Eldridge
Series C (2022): $225M led by Apollo Global Management and Motive Partners
Other Financing Round (2022): $100M supported by Reverence Capital Partners
Series D (2026): $170M featuring Vista Equity Partners, AllianceBernstein, RBC, Lord Abbett, Carlyle Group, Golub Capital, Fortress Investment Group, and Blue Owl
Key Investors in CAIS Capital
Vista Equity Partners
A global investment firm exclusively focused on enterprise software, data, and technology-enabled organizations, known for driving sustainable growth through flexible management techniques.
AllianceBernstein
A publicly owned investment manager providing comprehensive research-driven portfolio management services to a diverse range of institutional and individual clients.
RBC
One of the world's largest financial services companies, offering a broad spectrum of banking, wealth management, and capital market solutions to a global client base.
What's next for CAIS Capital?
With the infusion of this latest capital, CAIS is well-positioned to accelerate its enterprise-level growth and deepen its technological moat. The company is expected to focus on scaling its digital subscription capabilities and expanding its educational offerings to meet the rising demand for alternative asset exposure. As market volatility persists, the strategic importance of CAIS's platform—which provides both the tools for portfolio diversification and the necessary compliance-ready due diligence—is likely to increase, positioning the firm for sustained long-term expansion within the wealth management technology vertical.
See full CAIS Capital company page
