
CAIS
Founded Year
2009Stage
Private Equity | AliveTotal Raised
$398MValuation
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-24 points in the past 30 days
About CAIS
CAIS is a fintech company focused on transforming the world of alternative investing. The company provides a platform that connects independent financial advisors with leading alternative asset managers, enabling them to transact alternative investments and structured notes at a large scale. The company primarily serves the financial advisory sector and the alternative asset management industry. It was founded in 2009 and is based in New York, New York.
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ESPs containing CAIS
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The alternative investment product platforms market provides the infrastructure through which wealth managers, independent broker-dealers, RIA aggregators, financial advisors, banks, and trust companies can provide accredited investors and qualified purchasers access to alternative asset classes, strategies, and investment products. These include private equity, private credit, hedge funds, real e…
CAIS named as Leader among 9 other companies, including iCapital Network, Securitize, and YieldStreet.
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Research containing CAIS
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned CAIS in 3 CB Insights research briefs, most recently on Sep 27, 2024.

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
1,249 items
Wealth Tech
2,528 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
9,304 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
249 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Latest CAIS News
Oct 31, 2024
South Summit está confirmado no Cais Mauá Local foi diretamente atingido pela enchente e vai passar por reparos até abril de 2025. 31 de outubro de 2024 - 16:30 Próxima edição do evento vai ocupar quatro armazéns do Cais Mauá. Foto: Giulian Serafim/PMPA A quarta edição do South Summit Brazil, evento global de inovação que acontece anualmente em Porto Alegre, está confirmada para os dias 9, 10 e 11 de abril no Cais Mauá. Apesar de ser o endereço habitual da conferência, o local foi diretamente atingido pela enchente de maio, com 2m37cm a mais do que a cota de inundação do Guaíba. Para receber o público, os armazéns vão precisar de alguns reparos com investimentos privados. O piso, por exemplo, vai ser refeito em algumas partes, assim como o sistema de esgoto e o guarda-corpo, que será reinstalado. Além disso, a estrutura deve passar por uma grande limpeza e algumas portas que foram deslocadas pela força da água precisarão ser recolocadas. “Vamos precisar fazer intervenções bastante importantes, embora elas não comprometam em nenhum nível as questões estruturais do espaço. A edificação dos armazéns está totalmente preservada, mas teremos de fazer investimentos em alguns itens que foram danificados pela enchente”, destaca José Renato Hopf, presidente do South Summit Brazil. O Cais Embarcadero, espaço anexo ao local do evento que contempla área de lazer e gastronomia, já foi restaurado e deve retomar as atividades no dia 12 de novembro. “Nos galpões, as intervenções são de menor ordem e estarão garantidas para que o evento possa acontecer com normalidade lá em abril. São pequenos reparos porque, na verdade, os grandes danos e perdas aconteceram onde havia instalações de cozinhas, de equipamentos, onde estavam os restaurantes. Os galpões não tinham essa mesma ocupação”, explica Eduardo Leite, governador do Rio Grande do Sul. Em fevereiro deste ano, o governo estadual realizou o leilão da concessão do Cais Mauá. O certame foi vencido pelo consórcio Pulsa RS, que vai administrar o cais pelo período de 30 anos, com investimentos previstos de R$ 353,3 milhões para revitalização e qualificação do local. Segundo Leite, o processo de concessão não interfere na realização do próximo South Summit e o contrato, que ainda não foi assinado, prevê a realização das edições futuras do evento. O QUE SE SABE SOBRE A PRÓXIMA EDIÇÃO O South Summit Brazil 2025 vai seguir o mesmo formato de sua última edição, ocupando quatro armazéns do Cais Mauá, em um total de 38 mil m² de área útil para receber um público estimado de 24 mil pessoas. Pelo menos 10 palestrantes ja estao confirmados: Thaddeus Pawlowski, Saeeda Ahmed; Pedro Mac Dowell, Cristina Arcangeli, Grazi Mendes, Guibert Englebienne, Raquel Maia, Amanda Graciano, Igor Piquet e Patricia Ellen. A Startup Competition do evento, que contou com a participação de mais de 2 mil empresas em 2024, segue com inscrições abertas até 20 de dezembro para startups do Brasil e do exterior. O South Summit foi criado em Madrid, em 2012, e escolheu o Brasil como a sua casa fora da Espanha. A primeira edição aconteceu em Porto Alegre em maio de 2022. Com o sucesso, vieram as sequências em 2023, 2024 e, futuramente, 2025. Na edição 2024, a conferência recebeu um público de 23,5 mil pessoas de 55 países, 3 mil startups, 800 speakers, 200 patrocinadores, 130 fundos de investimento, sendo 38 internacionais, e cerca de 900 investidores. No total, foram movimentados US$ 25 bilhões para investimento disponível para Latam e US$ 213 bilhões de fundos sob gestão.
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 RealBlocks and 5 more.
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Compare CAIS to Competitors
iCapital Network operates in the financial technology sector and focuses on the alternative investment marketplace. It provides a digital platform that offers access to private market investments, hedge funds, and defined outcome solutions, along with educational resources and analytics for financial advisors and their clients. The platform is designed to streamline the investment process and integrate with clients' existing infrastructure. It was founded in 2013 and is based in New York, New York.

YieldStreet is a leading platform in the alternative investment domain, focusing on providing access to private market investments. The company offers a range of investment opportunities, including real estate, venture capital, private equity, and art, all curated and vetted to generate income streams for investors. It was founded in 2015 and is based in New York, New York.
Moonfare is a company that specializes in providing access to private equity investments through its digital platform. The company offers a range of services including the ability to invest in individual funds, a diversified portfolio of funds, a private markets ELTIF strategy for suitable investors, and a secondary market for buying and selling allocations before maturity. It was founded in 2016 and is based in Berlin, Germany.
Private Markets Alpha is a company that focuses on the financial sector, specifically in the domain of private markets. The company offers a digital marketplace for asset and wealth managers, advisors, and distributors to access and distribute private market investments through an open architecture platform. The company primarily serves the asset and wealth management industry, private banks, multi-family offices, and independent financial advisors. It was founded in 2021 and is based in London, England.
Arch offers an investment management platform for the private markets. The company manages all documents and communications, providing organization, data, and insights for private investments. It enables its customers, primarily investment firms, to manage new investments, updates, taxes, capital calls, distributions, and financial statements on the Arch platform. It primarily serves the financial technology sector. The company was founded in 2018 and is based in New York, New York.
Poolit offers an alternative investment platform to browse and research funds. It helps to make investment decisions that allow users to invest in private equity, venture capital, and hedge funds. The company was founded in 2021 and is based in Miami Beach, Florida.
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