CAIS Raises $170M Series D at $2B Valuation

CAIS, the New York-based alternative investment platform for independent financial advisors, has raised $170 million in a Series D funding round. The investment values the company at over $2 billion and brings its total funding to nearly $600 million.

Investors

The round was led by Vista Equity Partners, a global investment firm focused on enterprise software. Additional participating investors included AllianceBernstein L.P., funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada (RBC).

CAIS Use of Funds

The newly raised capital will be used to accelerate the next phase of the company's growth, specifically focusing on expanding the platform, scaling its technology and artificial intelligence capabilities, and exploring potential strategic opportunities.

About CAIS

Founded in 2009 by Matt Brown, CAIS provides an alternative investment platform for independent financial advisors. The company offers an end-to-end operating system that powers the pre-trade, trade, and post-trade lifecycle of alternative investments, serving more than 65,000 financial advisors across 2,500 wealth management firms.

Funding Details

Company Website: https://caisgroup.com

Company: CAIS
Raised: $170M
Round: Series D
Funding Date: July 2026
Lead Investor: Vista Equity Partners
Additional Investors: AllianceBernstein L.P., Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett, Royal Bank of Canada
Company Website: https://www.caisgroup.com
Software Category: FinTech
Source: https://citywire.com/pro-buyer/news/exclusive-cais-raises-170m-in-series-d-round-led-by-vista-equity-partners/a2495092