Tech Company Financing Transactions

CAIS Funding Round

CAIS, based in New York, scored $225 million in funding from Apollo Ventures, Motive Partners and Franklin Templeton.

Transaction Overview

Company Name
CAIS
Announced On
1/19/2022
Transaction Type
Venture Equity
Amount
$225,000,000
Round
Undisclosed
Investors

Apollo Ventures (Lead Investor) (Andrew Gosden)

Motive Partners (Lead Investor) (Blythe Masters)

Franklin Templeton (Jenny Johnson)

Proceeds Purpose
This latest funding round will support the Company's continued growth and success.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
527 Madison Ave. 2nd Floor
New York, NY 10022
USA
Phone
(855) 844-2247
Website
www.caisgroup.com
Email Address
[email protected]
Overview
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.
Profile
CAIS LinkedIn Company Profile
Social Media
CAIS Company Twitter Account
Company News
CAIS News
Facebook
CAIS on Facebook
YouTube
CAIS on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Matthew Brown
  Matthew Brown LinkedIn Profile  Matthew Brown Twitter Account  Matthew Brown News  Matthew Brown on Facebook
Chief Financial Officer
Timothy Shannon
  Timothy Shannon LinkedIn Profile  Timothy Shannon Twitter Account  Timothy Shannon News  Timothy Shannon on Facebook
Chief Operating Officer
Brendan Cuddihy
  Brendan Cuddihy LinkedIn Profile  Brendan Cuddihy Twitter Account  Brendan Cuddihy News  Brendan Cuddihy on Facebook
Chief Technical Officer
Andrew Lewis
  Andrew Lewis LinkedIn Profile  Andrew Lewis Twitter Account  Andrew Lewis News  Andrew Lewis on Facebook
VP - General Counsel
Michael Richman
  Michael Richman LinkedIn Profile  Michael Richman Twitter Account  Michael Richman News  Michael Richman on Facebook
VP - Human Resources
Alessandra van der Meulen
  Alessandra van der Meulen LinkedIn Profile  Alessandra van der Meulen Twitter Account  Alessandra van der Meulen News  Alessandra van der Meulen on Facebook
VP - Product Management
Marco Riedl
  Marco Riedl LinkedIn Profile  Marco Riedl Twitter Account  Marco Riedl News  Marco Riedl on Facebook
VP - Product Management
Brad Walker
  Brad Walker LinkedIn Profile  Brad Walker Twitter Account  Brad Walker News  Brad Walker on Facebook

 

 

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Where The Data Comes From

We do our best to report on funding rounds that are announced publicly. All VC database entries reported here are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.

 

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