CAIS has raised a total of $734 million in funding, including a $340 million Series C round on January 11, 2022, led by Apollo Global Management and Motive Partners, which valued the company at $1 billion. Founded in 2009 and based in New York City, CAIS offers a digital marketplace that enables financial advisors to access and manage alternative investments, including private equity, hedge funds, and digital assets. With 201–500 employees, CAIS is expanding globally with AI-driven analytics and education tools for wealth management professionals.