C
CAIS
Financial technology platform that provides independent wealth channels with access to alternative investments
At a glance
- Founded
- 2009
- Headquarters
- New York City, United States
- Sector
- Fintech
- Power Law
- Unicorn$1–10B valuation tier
Knowledge graph
More headlines
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A2 investors entered at this stage
Series B and later15 investors entered at this stage
- VPVista Equity Partners
Franklin Templeton Investments- WLWilliams Partners L.P.
- AMApollo Global Management
- LALord Abbett
- FGFortress Investment Group
- ALAllianceBernstein
- MPMotive Partners
- TGThe Carlyle Group
Eldridge- RCRoyal Bank of Canada
- RPReverence Capital Partners
- BCBlue Owl Capital
- GCGolub Capital
- HLHamilton Lane
Ownership
Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (2026). Percentages are indicative.
Some investors are hidden on this public profile. See the full cap table on Dealroom →
Source: Dealroom Talent Intelligence.
Global footprint
team presence
across markets
Market sentiment
An AI-synthesised read of the highest-engagement posts about CAIS on X, ranked by likes and reposts, corporate channels excluded.
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.