CAIS, an alternative investment platform for independent financial advisers, has announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada (RBC).
The investment round values CAIS at more than $2 billion, bringing total capital raised to nearly $600 million, and coincides with a three-year organic revenue CAGR of 37 percent that reflects the scale and trust CAIS has built across the independent wealth channel.
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