CAIS

Fintech · New York City, United States · Founded 2009

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

Valuation $1–2.5B

Headcount 500–1k

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Power Law Unicorn$1–10B valuation tier

Talent graph

CAIS's talent

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Employees mapped 553 incl. 2 AI specialists

Founders /100 quality score

Key operators 8 quality /100

Potential founders likely future founders

Startup mafia alumni-founded startups

Talent movements in · out past 12 months

Source: Dealroom Talent Intelligence.

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

Conversion Capital

Square Peg Capital

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

Square Peg Capital 12%

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

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

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