CAIS

HQ
New York
Total Offices: 4
341 Total Employees
105 Product + Tech Employees
Year Founded: 2009

CAIS Company Growth, Stability & Outlook

Updated on October 26, 2026

What People Are Saying About CAIS

  • Strong Revenue Growth: Reported a 37% three-year organic revenue CAGR points to sustained top-line expansion. Additional first-half 2026 growth in platform activity, including a 53% rise in transaction volume, supports this trajectory.
  • Investor Backing & Capital Strength: A $170 million Series D at a valuation above $2 billion, backed by firms such as Vista Equity Partners, Apollo, Carlyle, AllianceBernstein, Blue Owl, Fortress, Golub, Lord Abbett, and RBC, underscores capacity to fund scaling. This capital base signals strong external confidence in continued expansion.
  • Market Expansion: Reach has grown to 2,500+ wealth-management firms and 65,000+ advisors, with total platform assets up markedly year over year in the first half of 2026. Onboarding 425+ new RIAs and independent broker-dealers and strong growth in Capital Markets activity indicate broadening customer and product penetration.