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CAIS

Founded 2009 · 547 employees on LinkedIn · 8 known investors

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CAIS Structured Investments is a platform that connects independent financial advisors with structured notes, CDs, SMAs, and hedging strategies offered by third-party bank issuers. It provides education, access to bank issuer offerings, tools to build custom note strategies, and lifecycle support for managing and monitoring a structured investment portfolio.

Enterprise SoftwareFintechSaaS

Founders & leadership

CAIS was founded in 2009 by Matt Brown.

MBMatt Brown
Matt BrownFounder | CEOMatt Brown is the Founder, CEO, and Chairman of CAIS, which he started in 2009 to give financial advisors access to alternative investments; he has worked across wealth management, alternative investments, and technology for over 30 years. He holds a Bachelor of Arts from Saint Mary's College of California (1991), began his career as a financial advisor at Shearson Lehman Brothers, and has served on Endeavor's Global Board of Directors and as Chair of the Board of Trustees of the Museum of the City of New York.

Investors · 8

SenaHill Partnerslisted by SenaHill PartnersNew York
Square Peg Capitallisted by Square Peg CapitalSydney

How we know: Square Peg Capital's portfolio page · Not right? Tell us

AllianceBernsteinreportedNashville

How we know: funding news · Not right? Tell us

Blue Owl CapitalreportedNew York

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Fortress Investment GroupreportedNew York · $10M – $150M

How we know: funding news · Not right? Tell us

Golub CapitalreportedNew York

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Vista Equity PartnersreportedNew York

How we know: funding news · citybiz.co · Not right? Tell us

Funding

SEC filings, press & company announcements

$170M disclosed across 1 of 3 rounds · 2026

Source: company announcements and press reports — follow each round's link for the claim.

In the news

CAIS secures $170m Series D at over $2bn valuationfintech.global · Jul 2026CAIS Raises $170M in Series D Fundingfinsmes.com · Jul 2026CAIS Raises $170 Million Series D Led by Vista Equity Partners at Over $2 Billion Valuation | citybizcitybiz.co · Jul 2026

Frequently asked questions

What does CAIS do?
CAIS Structured Investments is a platform that connects independent financial advisors with structured notes, CDs, SMAs, and hedging strategies offered by third-party bank issuers. It provides education, access to bank issuer offerings, tools to build custom note strategies, and lifecycle support for managing and monitoring a structured investment portfolio.
Who founded CAIS?
CAIS was founded by Matt Brown in 2009.
Who are CAIS's investors?
CAIS's investors include Motive Partners, 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.