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CAIS raised $170M in Series D funding led by Vista Equity Partners, valuing the alternative investment platform at over $2B.

PRIVATESep 28, 2026

Amount Raised

$170 Million

Round Type

Series D

New YorkSustainabilityFinancial ServicesSoftwareLending And InvestmentsFinance

Investors

Vista Equity Partners

Description

CAIS, an alternative investment platform, raised $170 million in its Series D funding round led by Vista Equity Partners. The round valued CAIS at over $2 billion and brought its total capital to nearly $600 million. The company is expanding its structured portfolio offerings and investments platform targeted towards financial advisors. CAIS now supports roughly $8.5 trillion in client assets and serves more than 65,000 advisors across 2,500 wealth-management firms.

Company Information

Company

CAIS

Location

New York, New York, United States

About

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 with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

Fundz sees it the moment CAIS raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Predictive Intelligence
Strategic

ML-powered predictions for CAIS's next move

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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. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.

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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 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.