| Date | Title | Description |
| 03.08.2026 | CAIS Secures $170M Series D |
NEW YORK, NY, CAIS, an alternative investment platform serving independent financial advisers, has closed a $170M Series D funding.
>> Click here for more funding data on CAIS
>> To export CAIS funding data to PDF and Excel, cl... |
| 02.08.2026 | Xsight Labs Secures $300M to Power Next-Gen AI Data Center Networks | Xsight Labs secures $300 million in new funding. This pushes its valuation to $2.8 billion. The Israeli startup specializes in AI-optimized networking. Its programmable Ethernet switches and data processing units (DPUs) target cloud and AI ... |
| 31.07.2026 | CAIS Secures $170M Series D, Propelling AI-Driven Alternative Investments to $2 Billion Valuation | CAIS secured $170M in Series D funding. This capital injection values the alternative investment platform at $2 billion. Vista Equity Partners led the round. Key investors included AllianceBernstein and Carlyle. The funds will aggressively ... |
| 31.07.2026 | Xsight Labs Raises Over $300M At $2.8 Billion Valuation To Expand AI Networking Platform | Funding Supports AI Networking Expansion
Israeli data center AI infrastructure technology specialist Xsight Labs has raised over $300 million, pushing up its post-money valuation to $2.8 billion, a move which will help product scaling and b... |
| 30.07.2026 | CAIS Raises $170M in Series D Funding | CAIS, a NYC-based provider of an alternative investment platform for independent financial advisors, raised $170M in Series D funding, at $2 Billion valuation.
The round was led by Vista Equity Partners with participation from AllianceBerns... |
| 30.07.2026 | CAIS Raises $170M At $2 Billion Valuation To Expand Alternative Investment Platform | Funding Fuels Platform Expansion And AI Development
The New York-based alternative investment platform CAIS secured $170 million in Series D financing that will support the enhancement of the firm’s technology platform and fuel expansion. T... |
| 30.07.2026 | Oxane Partners Receives Investment From TA Associates | Oxane Partners, a NYC-based provider of technology-driven solutions for the private credit industry, received a strategic growth investment from TA Associates.
The amount of the deal was not disclosed.
The company intends to use the funds t... |
| 30.07.2026 | CAIS Raises $170 Million Series D At Valuation Above $2 Billion | CAIS has raised $170 million in Series D financing at a valuation exceeding $2 billion. Vista Equity Partners was the lead participant. AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and ... |
| 30.07.2026 | Dimension Raises $1.65M in Seed Funding | Dimension, a Los Angeles, CA-based provider of an agentic AI operating system for social commerce, raised $1.65M in Seed funding.
Backers included Science Inc., UpscaleX, OpenSky, Long Run Capital, 1864 Fund, Lawrence Hsu, and Austin Sprinz... |
| 20.05.2026 | CAIS Launches Claude AI Integration to Deliver Instant Alternative Investment Insights | CAIS announced that it has integrated Anthropic’s Claude AI directly into its platform. The partnership equips independent financial advisors with immediate, context-aware intelligence on alternative investments, all accessible from within ... |
| 05.02.2026 | CAZ Launches Registered Interval Fund to Broaden Access To GP Stakes Strategy | CAZ Investments has officially launched the CAZ GP Stakes Fund, a registered interval fund structured to give a wider range of investors access to minority ownership stakes in private asset managers, a strategy commonly known as GP Stakes. ... |
| 28.05.2025 | Contentstack Appoints Josette Leslie as CFO to Fuel Market Expansion | Contentstack, the headless CMS pioneer and category disruptor in digital experiences, announced Josette Leslie as its new Chief Financial Officer. Based in New York City, Leslie brings over 25 years of financial leadership experience across... |
| 01.05.2025 | Edward Jones Expands Offerings for HNWIs with Alternative Investments | Listen to this article
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Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations, the firm’s private client service for U.S. high net wort... |
| 29.04.2025 | Alternative Investments Platform CAIS Expands Defined-Outcome Capabilities | Listen to this article
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As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk, and meet client goals, CAIS, the alternative investment platform for indepen... |
| 18.02.2025 | RIA Powerhouse David Canter Joins the Invest Green Team | David Canter, Invest Green
David Canter joins Invest Green to lead business development for its upcoming SPAC.
CAMAS, Wash., Feb. 18, 2025 /PRNewswire-PRWeb/ -- Invest Green today announced that David Canter, a highly respected executive in... |
| 14.09.2024 | Alternative Investment Platform CAIS Expands Relationship with Focus Financial Partners Inc | Listen to this article
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CAIS, the alternative investment platform for independent financial advisors, announced today an expanded relationship with Focus Financial Partners Inc., a partnership of fiduciary wealth m... |
| 06.12.2023 | Investment Portfolios: Allocations to Alternative Asset Classes Expected to Increase – CAIS Survey | More than half (62%) of financial advisors currently allocate between 6% and 25% of clients’ portfolios to alternative asset classes, with (85%) of them expecting “to increase allocations to one or more alternative asset classes further wit... |
| 03.04.2023 | Investment Platform CAIS Enhances Business Operations to Reflect Role in Transforming Alternative Investing Sector | CAIS, the alternative investment platform, announced a modernized brand refresh to reflect CAIS’ leadership role in transforming the world of alternative investing as we enter a “New Era of Access.”
With financial advisors and alternative a... |
| 17.10.2022 | 11 Tips To Improve Your Email List And Get The 'Right' People | An email list is a convenient way to reach customers who prefer more personal contact with companies, but marketers should be wary of the decline in quality of their list as time goes on. Changing engagement rates or an undefined target aud... |
| 02.08.2022 | Four Ways To Communicate With Clients Amid Market Volatility | Abby Salameh, Chief Marketing Officer, CAIS & Head of CAIS IQ. |
| 30.06.2022 | Modsy, an interior design startup founded by a Google Ventures partner, is shutting down its design business and splitting ties with designers | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
As the markets continue to plunge and venture investors pull back, a digital interior design star... |
| 07.04.2022 | A-Rod-backed sports betting app Mojo wants to let you bet on athletes like stocks | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
Good morning, Term Sheeters. Jackson Fordyce here, filling in for Jessica.
Paid Content How North... |
| 06.04.2022 | CAIS Snags $1.1 Billion Valuation With Reverence Investment | Reverence Capital Partners has invested $100 million in CAIS, a platform that connects advisors with alternative investments, raising the fintech’s valuation to $1.1 billion.
Reverence, a well-known investor in the asset management and weal... |
| 12.01.2022 | CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation | - |
| 12.01.2022 | Citadel Securities forms an unlikely partnership for its next big move | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
Yesterday Sequoia Capital and Paradigm shared they had invested nearly $1.2 billion into Citadel ... |
| 11.01.2022 | Apollo Leads $225 Million Investment in Alternatives Platform CAIS | Apollo Global Management Inc. is investing in CAIS, a platform that gives independent financial advisers access to alternative investment products, the latest in a string of moves by the private-equity giant aimed at reaching wealthy indivi... |
| 11.01.2022 | Apollo Leads $225 Million Investment in Alternatives Platform CAIS | - |
| 11.01.2022 | CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation | CAIS, the leading alternative investment platform, today announced a $225 million round of funding led by Apollo (NYSE: APO) and Motive Partners ("Motive"), with additional investment from Franklin Templeton (NYSE: BEN), which val... |
| 30.04.2021 | How to attract large investors to your direct investing platform | David Teten Contributor
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David Teten is founder of Versatile VC and writes periodically at teten.com and @dteten.
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| 21.11.2020 | CAIS raises US$ 50 million in equity funding | - |
| 20.11.2020 | Cais Raises $50M in Series B Equity Funding | Cais, a NYC-based alternative investment platform, raised $50M in Series B equity funding.
Eldridge made the investment, which is subject and pending to FINRA approval, and Todd Boehly, Co-founder and CEO of Eldridge, joined the CAIS Board ... |
| 20.11.2020 | Cais Raises $50M in Series B Equity Funding | Cais, a NYC-based alternative investment platform, raised $50M in Series B equity funding.
Eldridge made the investment, which is subject and pending to FINRA approval, and Todd Boehly, Co-founder and CEO of Eldridge, joined the CAIS Board ... |
| 20.11.2020 | Cais Raises $50M in Series B Equity Funding | Cais, a NYC-based alternative investment platform, raised $50M in Series B equity funding.
Eldridge made the investment, which is subject and pending to FINRA approval, and Todd Boehly, Co-founder and CEO of Eldridge, joined the CAIS Board ... |
| - | CAIS | “CAIS is the leading alternative investment platform, providing financial advisors with streamlined access to private equity, hedge funds, structured notes, and more.” |
