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CAIS, the alternative investment platform for independent financial advisors, raised $170m in Series D funding, marking one of the biggest WealthTech deals of Q3 2026.
Amount Raised
$170 Million
Round Type
Series D
New YorkFinancial ServicesArtificial IntelligenceFintechDescription
CAIS, a leading alternative investment platform serving independent financial advisors, closed a $170 million Series D funding round in Q3 2026. The round represents one of the largest WealthTech transactions of the quarter and underscores strong investor confidence in the wealth management technology sector. The funding comes as global WealthTech companies raised $2.8 billion across 124 deals in Q3 2026, with funding surging 3x year-over-year, driven primarily by large deals exceeding $100 million.
Fundz sees it the moment CAIS raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
CAIS raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
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