CAIS
CAIS is a New York-based fintech platform that offers wealth and investment management solutions for financial advisors.
Business Model:
Revenue: $15M
Employees: 51-200
Detailed CAIS Information
Geographic Data
Address: 527 Madison Avenue
City: New York
State: NY
Zip: 10022
Country: US
Financial Info
Stage:
private equity
Raised Last:
$0
Raised Total:$406M
Social
Metrics
1,836,113Website Global Rank
12,266Website Monthly Traffic
Twitter Followers
Description
CAIS is a New York-based fintech platform that offers wealth and investment management solutions for financial advisors.
Contact Phone:
+18558442247
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 11/2020 | Series B | 1 | $50M |
Eldridge Eldridge Eldridge Eldridge |
10/2013 | Series A | 1 | $12M |
Square Peg Capital Square Peg Capital Square Peg Capital Square Peg Capital |
4/2022 | Growth | 1 | $100M |
Reverence Capital Partners Reverence Capital Partners |
1/2022 | Private Equity Round | $0 |
Franklin Templeton Investments Apollo Motive Partners Apollo Motive Partners Franklin Templeton Investments Apollo Motive Partners Apollo Motive Partners |
6/2022 | Equity | - | 11/2018 | Investment Fund | $6.3M | 2/2011 | Series A | $4M | 6/2022 | Private Equity Round | 1 | - |
Hamilton Lane Hamilton Lane |
7/2015 | Series A | 1 | $15M |
Square Peg Capital Square Peg Capital Square Peg Capital Square Peg Capital |
6/2022 | Equity | - |
Hamilton Lane Hamilton Lane |
1/2022 | Equity | 3 | $225M |
Apollo Motive Partners Franklin Templeton Franklin Templeton Investments Apollo Motive Partners Apollo Motive Partners |
6/2022 | Private Equity Round | 1 | - |
Hamilton Lane Hamilton Lane |
|---|
| Announced Date | Name | Price |
|---|
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