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Capital Integration Systems LLC

CI
FintechUSFounded 2009Website
#395 by valuation

CAIS provides an alternative investment platform for independent financial advisors and wealth management firms. The platform supports fund discovery, due diligence materials, education, and digital subscription processing. CAIS also offers reporting and data tools to help firms monitor client allocations across alternative products.

Founded by Matt Brown (Founder, Chairman & CEO)

Blended valuation$2B
Valuation history
Weekly blended valuation with priced funding rounds marked on the timeline.
$2B
blended valuationfunding round
Jul 27, 2026$2BOct 5, 2026
All rounds
3 funding rounds, newest first.
RoundAnnouncedRaisedPost-money
Series DJul 30, 2026$170M$2B
RoundJun 28, 2022—$1.1B
RoundApr 6, 2022$100M—
Investors
14 investors across all rounds.
  • FT
    Franklin Templeton
  • AL
    AllianceBernstein
  • CA
    Carlyle
  • AP
    Apollo
  • HL
    Hamilton Lane
  • MV
    Motive Ventures
  • RC
    Reverence Capital Partners
  • SP
    Stone Point Ventures
  • FI
    Fortress Investment Group
  • GC
    Golub Capital
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Data as of Oct 14, 2026. Valuations are estimates blended from primary and secondary-market signals — not investment advice.