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CAIS

Fintech · New York City, United States · Founded 2009

Financial technology platform that provides independent wealth channels with access to alternative investments

Investors

17 investors on CAIS's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series A 2 investors entered at this stage
Series B+ 15 investors entered at this stage
Vista Equity Partners
Franklin Templeton Investments
Williams Partners L.P.
Apollo Global Management
Lord Abbett
Fortress Investment Group
AllianceBernstein
Motive Partners
The Carlyle Group
Eldridge
Royal Bank of Canada
Reverence Capital Partners
Blue Owl Capital
Golub Capital
Hamilton Lane

Ownership

Who owns CAIS

Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (2026). Percentages are indicative.

22% Founders

Some investors are hidden on this public profile. See the full cap table on Dealroom →

Global footprint

Where CAIS has talent and traffic

Workforce by country
9 countries with
team presence
🇺🇸 United States80.1%
🇬🇧 United Kingdom17%
🇧🇷 Brazil0.8%
🇨🇦 Canada0.5%
🇨🇾 Cyprus0.4%
Top 5 of 9 shown
Web traffic by country
33K monthly visits
across markets
🇺🇸 United States54.5%
🇨🇦 Canada19.1%
🇬🇧 United Kingdom8.5%
🇮🇳 India3.9%
🇵🇭 Philippines3.3%
Top 5 markets shown

Talent graph

The shape of CAIS's talent

Dealroom maps CAIS's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

8 standout operatorsDealroom-flagged across the org
2 AI specialistsincl. 1 core researchers
553 employees mappedperson by person
DimensionScore
AI Talentlive Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock CAIS's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Market sentiment

What the market is saying about CAIS

An AI-synthesized read of the highest-engagement posts about CAIS on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See CAIS on the full Dealroom platform

Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.