FundedIQ
Financial Services

CAIS

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.

caisgroup.com New York, United States 251-500 employees
Total raised
$545M
Latest round: +45% of prior total
Rounds
5
Latest
Series D
Jul 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 rounds. Its most recent round was a Series D of $170M in Jul 2026. Full funding history, investors, and team are detailed below.

Funding history

5 rounds · 1 visible Unlock with plan

5 rounds on record — latest round shown, the rest unlock with a paid plan.

Date
Round
Amount
Lead investor
Jul 29, 2026
Series D
$170M

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People

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