CAIS
Summary active Updated Jul 31, 2026This profile is AI-generated. If you spot an error, please help us fix it by sharing a URL to the correct information.
Founders
About
CAIS is a New York-based alternative investment platform for independent financial advisors, providing pre-trade, trade, and post-trade lifecycle services for alternatives 12. The company was founded by Matt Brown, who serves as CEO 1. During the first half of 2026, transaction volume increased 53% year over year while total platform assets rose 55%, with a 3-year organic revenue CAGR of 37% 12.
Funding History
| Date | Round | Amount | Lead | Co-investors |
|---|---|---|---|---|
| 2026-07-29 | Series D | $170M | Vista Equity Partners | AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett, Royal Bank of Canada 123 |
The Series D valued CAIS at over $2 billion and brings total funding to nearly $600 million 12. As part of the deal, Vista Equity Partners President David Breach will join the CAIS board of directors, with representatives from Blue Owl, Lord Abbett, Fortress, and Carlyle serving as board observers 2.
What Investors Say
“CAIS has built a trusted technology platform that is transforming how independent advisors access, evaluate, and manage alternative investments.” — David Breach, President, Vista Equity Partners 1
What Founders Say
No independently sourced founder quotes located at press time.
Sources
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CAIS press release, “CAIS Welcomes New Strategic Investors, Valuing the Company at Over $2 Billion,” July 29, 2026. Accessed July 2026. https://www.caisgroup.com/our-company/press/cais-welcomes-new-strategic-investors-valuing-the-company-at-over-2-billion↩↩↩↩↩↩
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citybiz, “CAIS Raises $170 Million Series D Led by Vista Equity Partners at Over $2 Billion Valuation,” July 30, 2026. Accessed July 2026. https://www.citybiz.co/article/881069/cais-raises-170-million-series-d-led-by-vista-equity-partners-at-over-2-billion-valuation/↩↩↩↩↩
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FinTech Global, “CAIS secures $170m Series D at over $2bn valuation,” July 30, 2026. Accessed July 2026. https://fintech.global/2026/07/30/cais-secures-170m-series-d-at-over-2bn-valuation/↩