CAIS announces $170 million Series D financing, led by Vista Equity Partners, valuing the company at over $2 billion.
Amount Raised
$170 Million
Round Type
Series D
New YorkSustainabilityFinancial ServicesSoftwareArtificial IntelligenceLending And InvestmentsFinanceFintechInvestors
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.
Quick answer
CAIS raised $170 Million in a Series D round, dated July 29, 2026. Investors: Fortress Investment Group, Blue Owl Capital, Carlyle, AllianceBernstein L.P., Royal Bank Of Canada, Golub Capital, Lord Abbett and Vista Equity Partners. CAIS is based in New York, New York, United States.
- How much did CAIS raise?
- CAIS raised $170 Million in a Series D round on July 29, 2026.
- Who invested in CAIS?
- Fortress Investment Group, Blue Owl Capital, Carlyle, AllianceBernstein L.P., Royal Bank Of Canada, Golub Capital, Lord Abbett and Vista Equity Partners are named as investors in this round.
- 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.
- Where is CAIS based and how big is it?
- CAIS is based in New York, New York, United States. Fundz records about 436 employees.
- Who are the decision-makers at CAIS?
- Fundz holds 1 contact at CAIS. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Sustainability and Financial Services around the same time
Companies in the same sectors as CAIS that raised within 45 days of this round, from Fundz verified event records.
- Jota raised $30M (Series A) on June 30, 2026.
- Moneyball.ai raised an undisclosed amount (Pre-Seed) on September 9, 2026.
- BrightPlan Group raised $14M (Series C) on September 8, 2026.
- FNZ raised $450M on September 2, 2026.
- ONAR raised $250K (Debt Financing) on September 1, 2026.
- SweetAg raised $7.4M on September 1, 2026.
Who to call at CAIS, and when
A new round usually means CAIS is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day CAIS raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at CAIS, from your own LinkedIn network
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Related People
CAIS raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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