CAIS offers a technology platform that manages the full lifecycle of alternative investments for independent wealth advisors, including product evaluation, execution and post-trade administration. The company has integrated AI into its advisor workflow, including an AI research assistant called CAISey that leverages Anthropic’s Claude model. CAIS serves more than 2,500 wealth management firms representing over 65,000 financial advisors who collectively oversee approximately $8.5 trillion in client assets. Operational momentum includes a three-year organic revenue compound annual growth rate of 37%, and in the first half of 2026 transaction volume rose 53% year over year while total platform assets increased 55%. Since 2025 the company added over 425 registered investment advisers and independent broker-dealers representing more than $1.8 trillion in assets. CAIS has been actively expanding integrations with custodians and partners and invested heavily in product development, releasing more than 150 technology enhancements in the first half of 2026. The firm also runs advisor education initiatives such as CAIS Live and the CAIS IQ digital platform, which has generated over 400,000 digital engagements.

Total raised

$545M

Funding rounds

5

Latest round

Series D

Latest activity

Jul 2026