Tech Company Financing Transactions
CAIS Funding Round
CAIS, operating out of New York, secured $170 million from Vista Equity Partners, AllianceBernstein and Blue Owl Capital.
Transaction Overview
Company Name
Announced On
7/30/2026
Transaction Type
Venture Equity
Amount
$170,000,000
Round
Series D
Investors
Proceeds Purpose
The company intends to use the funds to expand its platform, scale its technology and AI capabilities, explore strategic opportunities, and continue delivering innovation for advisors.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
527 Madison Ave. 2nd Floor
New York, NY 10022
USA
New York, NY 10022
USA
Phone
Website
Email Address
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
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
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Prev: 7/30/2026: Onyx Security venture capital transaction
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Where The Data Comes From
We do our best to report on funding rounds that are announced publicly. All VC database entries reported here are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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