CAIS
Founded 2009 · 547 employees on LinkedIn · 8 known investors
Find your way into CAIS
41 people in our graph share verified history with the CAIS team — schools, employers, funds. One of them is your warm intro.
Ellen Levyunlockedknows Matt Brown · together at CAIS (overlapped)
×10knows the team · via Saint Mary's College of California
knows the team · via Shearson Lehman Brothers
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.
Founders & leadership
CAIS was founded in 2009 by Matt Brown.
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Matt BrowninFounder | 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
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 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.