CAIS joined the Unicorn Club on January 11, 2022, after raising a $340 million Series C funding round led by Apollo Global Management and Motive Partners, valuing the company at $1 billion.
Headquartered in New York City, United States, CAIS offers a financial advisory and investment platform that provides independent financial advisors and wealth managers access to alternative investment products. With a total funding of $734 million and an employee base of 201–500 (as of July 2025), CAIS has evolved into a leading Investment Tech platform, connecting alternative asset managers with financial professionals worldwide.
Keep reading to explore CAIS’s journey, funding milestones, and what’s next for this fintech unicorn.
What Is CAIS and What Does It Do?
Founded in 2009, CAIS (Capital Allocation Investment Solutions) is an alternative investment platform designed for financial advisors, RIAs, and wealth managers. It provides a digital marketplace where users can access, evaluate, and transact across a range of alternative investment products, including private equity, private credit, hedge funds, structured notes, and digital assets.
CAIS simplifies a traditionally complex and exclusive investment process by offering end-to-end transaction capabilities, automated compliance tools, and educational resources through its CAIS IQ platform. Wealth managers can build and manage diversified portfolios while ensuring transparency and adherence to compliance standards. The platform’s due diligence is backed by independent research partners, providing institutional-grade insights and fund-level reporting.
Its unified interface also integrates with major custodians and portfolio management systems, enabling seamless workflows from investment discovery to execution and monitoring — making CAIS a trusted infrastructure partner for wealth management firms embracing alternative asset classes.
How Much Funding Has CAIS Raised?
- Series C
- Amount Raised: $340M
- Date: January 11, 2022
- Lead Investors: Apollo Global Management, Motive Partners
- Motivation: To expand CAIS’s marketplace infrastructure, enhance data analytics and educational tools, and scale its advisor network globally.
- Extension Round (Series C – June 28, 2022)
- Amount Raised: $225M
- Lead Investors: Apollo Global Management, Franklin Templeton India
- Purpose: Strengthening integrations with wealth management platforms, expanding product distribution, and deepening partnerships with asset managers.
Total Funding Raised: $734M
Latest Funding Date: June 28, 2022
Current Valuation: $1B
Employee Count: 201–500 (as of July 16, 2025)
Key Investors
- Apollo Global Management
- Details: One of the world’s largest alternative asset managers with extensive experience in private markets and institutional distribution.
- Investment Focus Areas: Private equity, credit, asset management platforms, and scale fintech infrastructure.
- Motive Partners
- Details: Private equity firm specializing in financial services and fintech investments; provides strategic and operational support to scale fintech companies.
- Investment Focus Areas: Wealthtech, capital markets infrastructure, and SaaS platforms for asset managers and advisors.
- Franklin Templeton India
- Details: Regional arm of Franklin Templeton focused on expanding distribution and product partnerships across Asia; participated in CAIS’s Series C extension.
- Investment Focus Areas: Asset management distribution, cross-border product distribution, and strategic partnerships in emerging markets.
Where Is CAIS’s Headquarters?
CAIS is headquartered in New York City, United States, a hub for financial innovation and wealth management. Its strategic base in New York provides direct access to asset managers, institutional investors, and a growing network of independent financial advisors who are adopting technology-driven investment platforms.
What’s Next for CAIS?
After achieving unicorn status with a $1 billion valuation, CAIS is focusing on scaling its alternative investment marketplace and enhancing its technology to support greater accessibility for advisors. The company aims to integrate AI-driven analytics and personalized investment recommendations, helping advisors align client portfolios with risk and return goals. CAIS continues to strengthen its educational offerings through CAIS IQ, ensuring advisors are equipped with the knowledge to navigate complex asset classes.
With strong backing from global financial institutions, CAIS is also exploring expansion into Asia and Europe, positioning itself as the go-to digital gateway for alternative investments in private markets worldwide.
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