CAIS is the leading platform for alternative investments. We help advisors realize outcomes for clients every day. When it comes to alternatives, the playing field can be level at last.
Total raised: $375M
Valuation: $1.1B
Investors 4
| Date | Name | Website |
| 24.01.2022 | Motive Par... | motivepart... |
| - | Square Peg | squarepeg.... |
| - | Eldridge | eldridge.c... |
| - | SenaHill P... | senahill.c... |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 06.04.2022 | - | $100M | - |
| 12.01.2022 | - | $225M | Motive Par... |
| 21.11.2020 | Series B | $50M | - |
Mentions in press and media 23
| Date | Title | Description |
| 05.02.2026 | CAZ Launches Registered Interval Fund to Broaden Access To GP Stakes Strategy | CAZ Investments has officially launched the CAZ GP Stakes Fund, a registered interval fund structured to give a wider range of investors access to minority ownership stakes in private asset managers, a strategy commonly known as GP Stakes. ... |
| 28.05.2025 | Contentstack Appoints Josette Leslie as CFO to Fuel Market Expansion | Contentstack, the headless CMS pioneer and category disruptor in digital experiences, announced Josette Leslie as its new Chief Financial Officer. Based in New York City, Leslie brings over 25 years of financial leadership experience across... |
| 01.05.2025 | Edward Jones Expands Offerings for HNWIs with Alternative Investments | Listen to this article 0:00 / 0:24 1X BeyondWords Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations, the firm’s private client service for U.S. high net wort... |
| 29.04.2025 | Alternative Investments Platform CAIS Expands Defined-Outcome Capabilities | Listen to this article 0:00 / 1:44 1X BeyondWords As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk, and meet client goals, CAIS, the alternative investment platform for indepen... |
| 18.02.2025 | RIA Powerhouse David Canter Joins the Invest Green Team | David Canter, Invest Green David Canter joins Invest Green to lead business development for its upcoming SPAC. CAMAS, Wash., Feb. 18, 2025 /PRNewswire-PRWeb/ -- Invest Green today announced that David Canter, a highly respected executive in... |
| 14.09.2024 | Alternative Investment Platform CAIS Expands Relationship with Focus Financial Partners Inc | Listen to this article 0:00 / 0:23 1X BeyondWords CAIS, the alternative investment platform for independent financial advisors, announced today an expanded relationship with Focus Financial Partners Inc., a partnership of fiduciary wealth m... |
| 06.12.2023 | Investment Portfolios: Allocations to Alternative Asset Classes Expected to Increase – CAIS Survey | More than half (62%) of financial advisors currently allocate between 6% and 25% of clients’ portfolios to alternative asset classes, with (85%) of them expecting “to increase allocations to one or more alternative asset classes further wit... |
| 03.04.2023 | Investment Platform CAIS Enhances Business Operations to Reflect Role in Transforming Alternative Investing Sector | CAIS, the alternative investment platform, announced a modernized brand refresh to reflect CAIS’ leadership role in transforming the world of alternative investing as we enter a “New Era of Access.” With financial advisors and alternative a... |
| 17.10.2022 | 11 Tips To Improve Your Email List And Get The 'Right' People | An email list is a convenient way to reach customers who prefer more personal contact with companies, but marketers should be wary of the decline in quality of their list as time goes on. Changing engagement rates or an undefined target aud... |
| 02.08.2022 | Four Ways To Communicate With Clients Amid Market Volatility | Abby Salameh, Chief Marketing Officer, CAIS & Head of CAIS IQ. |
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