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CAIS announces $170 million Series D financing, led by Vista Equity Partners, valuing the company at over $2 billion.

PRIVATEJul 29, 2026•about 16 hours ago

Amount Raised

$170 Million

Round Type

Series D

New YorkSustainabilityFinancial ServicesSoftwareLending And Investments

Investors

Royal Bank Of CanadaLord AbbettGolub CapitalFortress Investment GroupCarlyleBlue Owl CapitalAlliance Bernstein L.P.Vista Equity Partners

Description

CAIS, the leading alternative investment platform for independent financial advisors, has secured $170 million in a Series D round. The round was led by Vista Equity Partners, with notable contributions from several other investors. This funding values CAIS at over $2 billion. The investment will support the company's growth and expansion initiatives.

Company Information

Company

CAIS

Location

New York, United States

About

CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.

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