CAIS
New York, New York, United States · Artificial Intelligence, Finance, Financial Services
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors wi
Key facts
- Headquarters
- New York, New York, United States
- Employees
- 436
- Industries
- Artificial Intelligence, Finance, Financial Services
- Status
- Private
- Website
- caisgroup.com
- Company page
Recent activity at CAIS
- : CAIS announces $170 million Series D financing, led by Vista Equity Partners, valuing the company at over $2 billion.
- : CAIS Appoints Tim Shannon and Brad Walker as Co-Presidents
- : CAIS Launches CAIS Advisors to Provide Customizable Model Portfolios and Portfolio Construction Tools for Financial Advisors
- : Focus Financial Partners Expands Relationship with CAIS to Consolidate Alternative Investment Offerings
- : CAIS Appoints Kan Kotecha as Chief Technology Officer
- : Cais Announces $100 Million Investment From Reverence Capital Partners
- : Cais Announces $225 Million Financing Round Led By Apollo And Motive Partners, Exceeds $1 Billion Valuation
- : CAIS Announces $50M Equity Investment
CAIS funding history
| Date | Round | Amount |
|---|---|---|
| Jul 2026 | Series D | $170.0M |
| Apr 2022 | Venture | $100.0M |
| Jan 2022 | Funding Round | $225.0M |
| Nov 2020 | Venture | $50.0M |
Leadership
- Brad Walker, President
- Tim Shannon, President
- Kan Kotecha, Chief Technology Officer
Verified email and direct lines for CAIS’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
CAIS in the news
- CAIS Expands Advisory Council, Strengthening Collaboration with Independent Wealth Leaders - FinancialContent (Sep 23, 2026)
- REX Partners with CAIS, RBC Capital Markets, and Bloomberg Indices to Launch Autocallable Income ETF - ETFGI (Feb 18, 2026)
- CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing - Business Wire (Mar 28, 2023)
- CAIS Revenue 2024: $93.6M, $100M Raised - GetLatka (Mar 04, 2024)
- CAIS Wins 2017 Wealth Management Industry Award for Second Consecutive Year As Platform Surpasses $5 Billion Milestone - PR Newswire (Oct 23, 2017)
- CAIS Charts Expansion As Platform Volume Surpasses $3.5 Billion - PR Newswire (Dec 07, 2016)
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About CAIS: questions and answers
What does CAIS do?
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors wi
Where is CAIS headquartered?
CAIS is headquartered in New York, New York, United States.
How many employees does CAIS have?
CAIS has about 436 employees.
Has CAIS raised funding?
Yes. Fundz has recorded 4 funding events for CAIS. The most recent, Series D of $170.0M, was in Jul 2026.
Who leads CAIS?
Brad Walker is a President at CAIS.
What is the latest news on CAIS?
On Jul 29, 2026, CAIS announces $170 million Series D financing, led by Vista Equity Partners, valuing the company at over $2 billion.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy