CAIS
Founded 2009 · 7 known investors
CAIS operates an independent platform that connects financial advisors with alternative asset managers and bank issuers to access, evaluate, and transact in alternative investments and structured notes. It provides technology infrastructure and a turnkey experience for the independent wealth management channel.
Enterprise SoftwareFintechSaaS
Founders & leadership
CAIS was founded in 2009 by Matt Brown.
MB
Matt BrowninFounder | CEO
Investors · 7
Funding
SEC filings, press & company announcements$170M disclosed across 1 of 3 rounds · 2026
- $170MSeries DJul 2026 · 3 sources
Vista Equity Partners (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does CAIS do?
- CAIS operates an independent platform that connects financial advisors with alternative asset managers and bank issuers to access, evaluate, and transact in alternative investments and structured notes. It provides technology infrastructure and a turnkey experience for the independent wealth management channel.
- Who founded CAIS?
- CAIS was founded by Matt Brown in 2009.
- Who are CAIS's investors?
- CAIS's investors include SenaHill Partners, Square Peg Capital, AllianceBernstein, Blue Owl Capital, Fortress Investment Group, Golub Capital, Vista Equity Partners.
- How much funding has CAIS raised?
- CAIS has disclosed $170M raised across 1 of its 3 known rounds.