CAIS: Funding, Investors & Team (Sep 2026)
CAIS is a monetary innovation stage, giving free monetary guides admittance to top-level supervisors of specific speculation items in the multi-trillion-dollar free abundance channel. The organization offers smoothed out execution for an extending rundown of elective speculation assets and items. Monetary guides utilize the stage to get to assets and items, including mutual funds, confidential value, confidential credit, land, organized notes, and computerized resources. CAIS supplements its asset contributions with autonomous reasonable level of effort given by Mercer. CAIS is a NFA part with protections presented through CAIS Capital LLC, part FINRA, SIPC. Jeremy Norton and Matt Brown helped to establish CAIS in New York, New York in 2009.
CAIS has raised $545M across 5 funding rounds on record, the most recent a Series D of $170M announced in Jul 2026.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
CAIS Company Profile and Key Stats
Latest funding round on record: Jul 2026.
CAIS Funding Rounds
1 of 5 rounds was announced without a disclosed amount and is excluded from the total.
CAIS raised $50.0M in an undisclosed round announced in Nov 2020.
1.2 years later, a Private Equity of $225M was announced in Jan 2022.
3 months later, a Private Equity of $100M was announced in Apr 2022.
2 months later, a Private Equity was announced in Jun 2022 with no disclosed amount.
4.1 years later, a Series D of $170M was announced in Jul 2026.
CAIS Investors
15 investors are recorded in total; the 5 named above are those the record identifies.
CAIS Founders and Leadership Team
Contact details for the CAIS team: 3 of 3 have an email address on file, 1 has a LinkedIn profile.
Start 14-day free trial →CAIS Funding Compared to Other Financial Services Startups
CAIS' latest round of $170M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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CAIS Funding FAQs
What does CAIS do?
CAIS is a monetary innovation stage, giving free monetary guides admittance to top-level supervisors of specific speculation items in the multi-trillion-dollar free abundance channel. The organization offers smoothed out execution for an extending rundown of elective speculation assets and items. Monetary guides utilize the stage to get to assets and items, including mutual funds, confidential value, confidential credit, land, organized notes, and computerized resources. CAIS supplements its asset contributions with autonomous reasonable level of effort given by Mercer. CAIS is a NFA part with protections presented through CAIS Capital LLC, part FINRA, SIPC. Jeremy Norton and Matt Brown helped to establish CAIS in New York, New York in 2009.
How much funding has CAIS raised?
CAIS has raised $545M across 5 rounds on record. The most recent is a Series D of $170M announced in Jul 2026.
When did CAIS last raise funding?
CAIS' most recent funding round on record is a Series D of $170M, announced in Jul 2026.
Who has invested in CAIS?
Investors on record for CAIS include Franklin Templeton, Vista Equity Partners, Motive Partners, Fortress Investment Group, Apollo. FundedIQ records 15 investors in total.
Who founded CAIS?
FundedIQ lists Michael Bidun (Founder & Principal), Jeremy Norton (Founder) at CAIS.
Who is the CEO of CAIS?
Matt Brown is listed as CEO at CAIS.
Where is CAIS headquartered?
CAIS is based in New York, United States.
How many employees does CAIS have?
CAIS is in the 251-500 employee band.
When was CAIS founded?
CAIS was founded in 2009.
How does CAIS' funding compare to other Financial Services startups?
CAIS' latest round of $170M is above the $14M median round size for Financial Services companies on FundedIQ across 5,746 tracked companies over the last two years.
About FundedIQ's CAIS Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for CAIS is left off this page rather than filled in.
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