CAIS
Latest round
- Series D
Last raised
- Jul 2026
Total raised
- $587M
Investors
- 14
About CAIS
Founded in 2009 and headquartered in New York, US, Capital Integration Systems LLC specializes in connecting independent financial advisors with alternative asset managers. The company has successfully completed 6 deals, with the most recent deal occurring on June 24, 2022. Jennifer NA and Jeremy Norton are noted as founders, while Jennifer NA also serves as the CEO. CAIS offers a comprehensive platform designed to facilitate access to alternative investments and structured notes. Their core offerings include a technology-driven interface that connects independent financial advisors with leading alternative asset managers. This platform serves thousands of financial advisors who collectively manage trillions in end-client assets, addressing the challenge of limited access to alternative investment opportunities.CAIS generates revenue primarily through transaction fees associated with its investment platform, which facilitates the sale of alternative investment products and structured notes. Financial advisors utilize CAIS’s platform to access and transact with various alternative asset managers. The pricing structure is based on the specific products and services utilized by the advisors, reflecting the value-added services that the platform provides, such as enhanced efficiency and improved access to a range of investment options. The firm’s revenue model emphasizes its role in bridging the gap between financial advisors and alternative investment opportunities. The company is expected to introduce new products aimed at enhancing advisor capabilities and is also exploring expansion into new markets within the financial advisory sector.
Who invested in CAIS
14 investors across 6 rounds
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Questions about CAIS
Who invested in CAIS?
CAIS has 14 investors on record across 6 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has CAIS raised?
CAIS has raised 6 venture rounds. Sign up free to see how much each round raised and the total.
When did CAIS last raise money?
CAIS's most recent round on record is a Series D, in Jul 2026.
What does CAIS do?
Founded in 2009 and headquartered in New York, US, Capital Integration Systems LLC specializes in connecting independent financial advisors with alternative asset managers.
Where is CAIS headquartered?
CAIS is headquartered in New York, US.
Which VCs invest in companies like CAIS?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at CAIS's stage. Their profiles are linked below.
VCs backing financial services startups at Series D
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