CAIS

USANYCEnterprise SoftwareSeries D

Overview

Where CAIS is now

CAIS announced a Series D round of $170M on 30 July 2026, led by Vista Equity Partners.

Observed Described in the funding announcement as "provider of an alternative investment platform for independent financial advisors". Source

Latest round
Series D
Amount
$170M
Announced
30 July 2026
Headquarters
NYC, USA
Sector
Enterprise Software
Growth stage
Series C+
Investors
Vista Equity Partners
Also participating
AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada (RBC)
Relevant leadership
Founder and CEO Matt Brown

Current direction Inferred

What this company is working on

Market expansionProduct

Read from the company's own description of what the funding supports.

Momentum Inferred

AfterRaise Score

82
High momentum
1 funding signal in the last 90 days
Funding recency
40/40
announced within the last 30 days
Round scale
22/25
round size relative to the market
Funding stage
20/20
Series D
Funding cadence
0/15
one funding event tracked this year
Arriving with the signals layer
  • Hiring momentum Open roles and hiring pace
  • Market expansion New offices and new countries
  • Leadership Executive appointments
  • Product activity Launches and releases

Growth timeline

What has happened so far

  • 30 July 2026
    $170M Series D
    Led by Vista Equity Partners.

Observed The timeline currently holds funding events, because those are the signals AfterRaise observes today. Hiring, leadership, expansion and product events join it with the signals layer.

Moves

Published by the company

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No company-published Moves yet

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Opportunities

Work this company has opened

No open Opportunities listed

Jobs, projects, partnerships and advisory needs appear here once the company has claimed its room and published them.

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Open to

Who may approach CAIS

Not yet specified

CAIS has not told AfterRaise which approaches it welcomes. Until it does, we do not assume. Offers to help are held and shown to the company, and the company decides whether to open a conversation.

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Helpful contributors

People who have contributed here

Nobody yet

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This room belongs to CAIS.

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Also moving

Other Enterprise Software companies

See the sector