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Founded Year



Private Equity | Alive

Total Raised




About CAIS

CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products. The company was founded in 2009 and is based in New York, New York.

Headquarters Location

527 Madison Avenue 2nd Floor

New York, New York, 10022,

United States


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Research containing CAIS

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CB Insights Intelligence Analysts have mentioned CAIS in 3 CB Insights research briefs, most recently on Mar 22, 2023.

Expert Collections containing CAIS

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

CAIS is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.


Unicorns- Billion Dollar Startups

1,214 items


Wealth Tech

2,251 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



7,985 items

US-based companies


Fintech 250

249 items

CB Insights' annual list of the 250 most promising private fintech companies in the world. FTX was removed after declaring bankruptcy on 11/11/2022.

Latest CAIS News

Betclic takes a ride on the Lisbon Metro to present Art Dunk – Meios & Publicidade

May 27, 2023

May 27, 2023 Until May 31, the Cais do Sodré metro station, in Lisbon, will host the project Art Dunk, which challenged twelve artists to create pieces of art out of 24 used basketballs. The exhibition, open to the public, showcases the creativity of names such as Fiumani, Kruella D’Enfer, Arashida or Tamara Alves in an initiative that has the signature of Betclic Collective – the incubator of circular economy projects of the betting platform that seeks to cause social impact positive through sport – and curated by Underdogs. Among the works, there are balls that have been transformed into foxes, sports tennis shoes, complex multimedia installations with integrated videos and others that have become colorful tables. The varied inspirations reinforce the relationship between urban art and basketball and symbolize, in this project, Betclic’s desire to democratize access to sport and culture. “We believe that creating a positive impact through sport is very important – and doing so through circular economy projects that connect culture and sport is what makes more and more sense and that is why Betclic Collective exists”, he comments. Pureza Sousa, country manager for Betclic in Portugal. The official adds that, “with Art Dunk, we are committed to a project that takes into account environmental sustainability, the recovery of a public space and support for artistic creation. We want to bring people closer to basketball through art and also offer conditions for the practice of the modality to new talents. Basketball starts in the streets, among friends, as well as urban art and this is a project that encourages free and inclusive access to both”. The exhibition is open until May 31, always from 9am to 7.30pm, in the main hall of the metro and train station of Cais do Sodré, in Lisbon. All exhibited pieces are for sale online at have a unique value and the revenue generated from the sale of each piece will revert – in full – to the requalification of a public basketball court.

CAIS Frequently Asked Questions (FAQ)

  • When was CAIS founded?

    CAIS was founded in 2009.

  • Where is CAIS's headquarters?

    CAIS's headquarters is located at 527 Madison Avenue, New York.

  • What is CAIS's latest funding round?

    CAIS's latest funding round is Private Equity.

  • How much did CAIS raise?

    CAIS raised a total of $398M.

  • Who are the investors of CAIS?

    Investors of CAIS include Hamilton Lane, Reverence Capital Partners, Franklin Templeton, Apollo Global Management, Motive Partners and 6 more.

  • Who are CAIS's competitors?

    Competitors of CAIS include iCapital Network and 4 more.

Compare CAIS to Competitors

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iCapital Network

iCapital Network provides an online platform that enables qualified investors to search and analyze hundreds of private fund managers and gain direct access to buyout, growth equity, real estate, mezzanine, infrastructure, real assets, and venture funds. Its secure online portal helps fund managers, wealth advisors, family offices, and individual qualified purchasers. The company was founded in 2013 and is based in New York, New York.

YieldStreet Logo

YieldStreet aims to change the way wealth is created by providing access to asset-based investments historically unavailable to most investors. YieldStreet allows users to participate in investment opportunities with low stock market correlation and target yields of 8-20%, across litigation finance, real estate and other alternative asset classes. YieldStreet was founded in 2015 and is based in New York, New York.

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Moonfare develops an investment platform. Its platform offers access to investment opportunities, reports on an entire portfolio, and aggregates individual demand through a feeder fund structure. The company was founded in 2016 and is based in Berlin, Germany.

BITE Alternative Investments

BITE Alternative Investments is an investment platform. It focuses on empowering investors looking to commit to alternative assets amounts below the typically required institutional-level minimums, by giving them access to top-performing private equity, private debt, infrastructure, and real estate funds. It was founded in 2019 and is based in London, United Kingdom.

Capital Vision

Capital Vision is a financial engineering company. The company uses the technologies to offer wealth and asset management solutions. Capital Vision was founded in 2015 and is based in Geneva, Switzerland.

Gentwo Logo

Gentwo provides crypto and digital assets that are investable, manageable, and bankable in a Swiss Security. It is based in Zürich, Switzerland.

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