CAIS

CAIS helps financial advisors and fund managers find alternative investment ideas and carry out transactions. Total transaction volume exceeds $10B.

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The data in the chart above is based on data derived from our proprietary XP calculation model and may be changed, adjusted and updated without prior notice

Company Valuation

  • Valuation
  • Share Price
  • Cumulative Funding

The data in the tables and charts is based on data from public sources and although we make every effort to compile the data, it may not coincide with the actual data of the issuer.

Funding Round
Funding Amount
Post-Money Valuation
Share Price
Series D29 Jul, 2026
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Private Equity6 Apr, 2022
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Private Equity11 Jan, 2022
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Series B19 Nov, 2020
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Series A31 Jul, 2015
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Series A13 Oct, 2013
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Series A18 Feb, 2011
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News related to CAIS80

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CAIS
Oct 29, 2026 •Show on chart

CAIS Expands Work with Anthropic, Joining Claude for Financial ...

NEW YORK--(BUSINESS WIRE)-- CAIS, the leading alternative investment platform for independent financial advisors, today announced it is joining Anthropic's ...

https://www.streetinsider.com/dr/news.php?id=27239361
CAIS
Oct 28, 2026 •Show on chart

CAIS, FINNY, Conquest Roll Out Connectors with Claude for ...

CAIS, FINNY, Conquest Roll Out Connectors with Claude for Financial Advisors ...

https://finance.yahoo.com/technology/ai/articles/cais-finny-conquest-roll-connectors-165942456.html
CAIS
Oct 28, 2026 •Show on chart

CAIS Expands Work with Anthropic, Joining Claude for Financial ...

CAIS Expands Work with Anthropic, Joining Claude for Financial Advisors ...

https://finance.yahoo.com/technology/ai/articles/cais-expands-anthropic-joining-claude-160000125.html
CAIS
Oct 8, 2026 •Show on chart

CAIS Unveils Final Speaker Lineup for 2026 Summit ... - Morningstar

CAIS Unveils Final Speaker Lineup for 2026 Summit, Bringing 1,250+ to Beverly Hills for Fifth Annual Event. Speakers include Condoleezza Rice, ...

https://www.morningstar.com/news/business-wire/20261007849548/cais-unveils-final-speaker-lineup-for-2026-summit-bringing-1250-to-beverly-hills-for-fifth-annual-event
CAIS
Sep 24, 2026 •Show on chart

CAIS Expands Advisory Council, Strengthening Collaboration with ...

CAIS Expands Advisory Council, Strengthening Collaboration with Independent Wealth Leaders ...

https://finance.yahoo.com/markets/stocks/articles/cais-expands-advisory-council-strengthening-130000275.html
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Investors4

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