CAIS Stock
| Valuation | $2B1 |
| Valuation Date | Jul 29, 2026 |
| Implied Valuation | n/a |
| Last Price | n/a |
| 52-Week High | n/a |
| 52-Week Low | n/a |
| YTD Return | n/a |
| 1-Year Return | n/a |
| 3-Year Return | n/a |
| Total Funding | $589M1 |
| Latest Round Amount | $170M1 |
| Latest Round | Series D |
| Funding Rounds | n/a |
| IPO Status | Unknown |
| Expected IPO Date | n/a |
| Revenue | n/a |
| Revenue Type | n/a |
| P/S Ratio | n/a |
About CAIS
CAIS is an alternative investment platform that connects independent financial advisors with private market fund managers. The platform gives advisors access to private equity, private credit, hedge funds, real estate and structured notes, along with third-party due diligence, education and the technology to research, transact and report on those investments. CAIS makes money mainly by charging asset managers to list and distribute their funds to its advisor network, earning fees tied to the assets that flow onto the platform.
Invest in CAIS
CAIS is a private company, so you can't purchase it with a regular brokerage account. However, the company is listed on Forge.
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News
CAIS Welcomes New Strategic Investors, Valuing the Company at Over $2 Billion
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced a $170 million Series D financing with lead participant Vista Equity Pa...
CAIS Integrates with Anthropic's Claude to Give Advisors Instant Access to Alternative Investment Intelligence
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced a new integration with Anthropic's Claude that brings alternative inves...
P10 and Bonaccord Capital Partners Team with CAIS to Expand Wealth Channel Access to GP Stakes Solutions
DALLAS, Jan. 29, 2026 (GLOBE NEWSWIRE) -- P10, Inc. (NYSE: PX), (“P10” or the “Company”), and Bonaccord Capital Partners (“Bonaccord”), today announced a new collaboration with CAIS, the leading alter...
CAIS Unveils CAISey, an AI Solution to Streamline the Alternative Investment Experience for Advisors
CAIS launched CAISey, an AI-powered research assistant embedded in its platform that lets advisors surface, evaluate and compare alternative funds through conversational queries. The tool draws on hun...
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and Vestmark—thr...
CAIS to Launch Secondary Marketplace for Private Funds in Partnership with LODAS Markets
CAIS partnered with LODAS Markets to build a secondary marketplace for private funds, integrating LODAS' secondary trading technology into the CAIS platform. The offering was expected to launch in the...
CAIS Names Tim Shannon and Brad Walker as Co-Presidents
CAIS named Tim Shannon and Brad Walker as co-presidents to lead its next phase of growth. Walker oversees client-facing initiatives and Shannon focuses on operational infrastructure, with both reporti...
J.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives
J.P. Morgan Asset Management partnered with CAIS to give independent advisors access to its alternative investment strategies, starting with an evergreen private equity vehicle on the CAIS Marketplace...
CAIS Expands Marketplace Offerings with Blackstone's Alternative Investment Strategies
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world's largest alternative asset manager with ove...
Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds
NEW YORK--(BUSINESS WIRE)--Amid ongoing market volatility and tightening monetary policy, nearly nine in 10 financial advisors (88%) intend to increase their allocations to alternative asset classes...
CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, today announced its collaboration with Ares Wealth Management Solutions (“AWMS”) to onboard select Ares Management (“Ares”...
HilltopSecurities Partners with CAIS to Expand Advisor Access to Alternative Investments
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, and Hilltop Securities Inc. (HilltopSecurities), a leading broker-dealer, today announced a strategic partnership that con...
CAIS Receives Strategic Investment from Hamilton Lane
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, today announced a strategic investment from Hamilton Lane (NASDAQ: HLNE), a leading private markets investment management ...
CAIS and Franklin Templeton Expand Partnership to Drive Alternative Investment Access and Education
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, today announced the addition of alternatives strategies managed by Franklin Templeton's specialist investment managers -- ...
Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership
NEW YORK, NY / ACCESSWIRE / February 10, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms and CAIS Capital LLC ("CA...
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation
CAIS raised a $225 million round led by Apollo and Motive Partners, with additional investment from Franklin Templeton, valuing the alternative investment platform at more than $1 billion. The round l...
CAIS Welcomes Carlyle to SALT NY Alternative Investments Track
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, today announced that global investment firm Carlyle (NASDAQ: CG) will be participating in the CAIS Alternative Investments...