CAIS Valuation Tops $2 Billion as Vista Equity Leads Series D Financing
By Josh Beckerman
CAIS, which "set its sights on leveling the playing field" for access to alternative investments, reported a valuation of more than $2 billion and a $170 million Series D financing led by Vista Equity Partners.
Other participants in the financing included AllianceBernstein, funds managed by Blue Owl Capital, Carlyle Group, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada.
New York-based CAIS was founded in 2009. Investors have included Apollo Global Management and Franklin Templeton. As of January 2022, valuation was more than $1 billion.
CAIS said Wednesday that it serves over 2,500 wealth-management firms, representing more than 65,000 financial advisors. It said its artificial-intelligence research agent, CAISey, provides instant access to platform data and insights through simple, conversational prompts and is integrated with Anthropic's Claude.
Write to Josh Beckerman at josh.beckerman@wsj.com
(END) Dow Jones Newswires
July 29, 2026 14:12 ET (18:12 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.The articles, information, and content displayed on this webpage may include materials prepared and provided by third parties. Such third-party content is offered for informational purposes only and is not endorsed, reviewed, or verified by Morningstar.
Morningstar makes no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any third-party content displayed on this site. The views and opinions expressed in third-party content are those of the respective authors and do not necessarily reflect the views of Morningstar, its affiliates, or employees.
Morningstar is not responsible for any errors, omissions, or delays in this content, nor for any actions taken in reliance thereon. Users are advised to exercise their own judgment and seek independent financial advice before making any decisions based on such content. The third-party providers of this content are not affiliated with Morningstar, and their inclusion on this site does not imply any form of partnership, agency, or endorsement.
Popular
4 Stocks to Buy Before They Rise Further
2 Undervalued Stocks to Buy Before They Rebound
The 10 Best Dividend Stocks
12 Best Blue-Chip Stocks to Buy for the Long Term
United States