July 29, 2026
CAIS
CAIS, a platform for alternative investments for independent financial advisors, raised Series D funding at a valuation north of $2 billion.
- Round
- Series D
- Amount raised
- $170M
- Lead investor
- Vista Equity Partners
- Industry
- Fintech
- Headquarters
- United States
- Employees
- —
- Website
- —
- —
Other investors
- AllianceBernstein
- Blue Owl Capital
- Carlyle
- Fortress Investment Group
- Golub Capital
- Lord Abbett
- RBC
Source: Axios Pro Rata