CAIS

CAIS provides a financial technology platform that connects independent financial advisors with alternative investment products and structured notes.

Latest funding

$170M Series B+ · July 29, 2026

Led by Vista Equity Partners · Source: fundraisingfox.com

Funding history ↓

Website: caisgroup.com.

X: @CAISgroup · 942 followers.

LinkedIn: cais.

Categories: Lending and credit Fintech Real estate and construction.

Sectors: Artificial Intelligence (AI), Asset Management, Finance, Financial Services, FinTech.

Stage: Series B+.

Based in: New York, United States.

Founded: 2009.

Last round: Jul 29, 2026 · 109 days ago.

Headcount: 101–250 employees.

On Recent Funding since: Sep 29, 2026.

Signals

X account@CAISgroup · created Dec 26, 2011 (14 years old) · 942 followers

Website registeredJul 14, 2009 (17 years old)

About CAIS

Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS offers streamlined execution for these alternative investment funds and products.

Funding rounds

Date	Round	Amount	Lead	Source
Jul 29, 2026	Series B+	$170M	VVista Equity Partners	fundraisingfox.com

Timeline

December 26, 2011
X account created
July 14, 2009
Website created

Founders and team

JN
Jeremy Norton Founder

LinkedIn
MB
Matthew Brown Founder

@mattbrownCAIS · LinkedIn
RF
Rafay Farooqui Founder

@eSubDocs · LinkedIn
CC
Chris Crawford Managing Director
MP
Marc Premselaar Senior Managing Director and Structured Investments
AS
Abby Salameh Chief Marketing Officer
BC
Brendan Cuddihy Chief Operating Officer
GD
George Davies Head of Data

Investors

Companies like CAIS

99finSeries B+ · Apr 2026
CCredX.AIPre Seed · Mar 2026
CCrossbeam Partners
PPercent$30M Series B+ · May 2023
FFundcraft$7M Series A · May 2024
MMultiplier$6M Seed · Aug 2026

Other companies backed by Vista Equity Partners

JJeeves$110M Series B+ · Sep 2026
AArcee AI$150M Series B+ · Sep 2026
SSambaNova$1B Series B+ · Jul 2026
TTogether AI$800M Series B+ · Jul 2026
SSecuronix$1B Series B+ · Feb 2022
IInnovapptiveSeries B+ · Aug 2025

Vista Equity Partners portfolio →

Sources and API

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/cais (get a free API key).