Funded Tech Companies
CAIS
CAIS is a leading fintech company, based in New York. VC investment was provided by RBC Technology Ventures, Blue Owl Capital and Fortress Investment Group.
Company Overview
Company Name
CAIS
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
527 Madison Ave. 2nd Floor
New York, NY 10022
USA
New York, NY 10022
USA
Phone
Website
Email Address
Company Background Information
Overview
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
7/30/2026
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Matthew Brown
Chief Financial Officer
Timothy Shannon
Chief Operating Officer
Brendan Cuddihy
Chief Technical Officer
Andrew Lewis
VP - General Counsel
Michael Richman
VP - Human Resources
Alessandra van der Meulen
VP - Product Management
Marco Riedl
VP - Product Management
Brad Walker
Company Investors
- RBC Technology Ventures
- Blue Owl Capital
- Fortress Investment Group
- Carlyle Global Partners
- Vista Equity Partners
- AllianceBernstein
- Golub Capital
- Reverence Capital Partners (Milton Berlinski)
- Motive Partners (Blythe Masters)
- Apollo Ventures (Andrew Gosden)
- Franklin Templeton (Jenny Johnson)
- Eldridge Industries (Todd Boehly)
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