iCapital
Helping Financial Professionals implement and manage alternative strategies for growth.
2096 employees · est. 2013 · New York, United States
CAIS is the older company (2009 vs 2013); iCapital is the larger of the two.
Side-by-Side Comparison
| Metric | CAIS | iCapital |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2013 |
| Headquarters | ||
| Headquarters | New York, United States | New York, United States |
| Employees | ||
| Employees | 550 | 2096 larger |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Unknown | Corporate Round |
| Total Funding | ||
| Total Funding | $395.00M | $729.21M |
| Funding Rounds | ||
| Funding Rounds | 7 | 12 |
| Services | ||
| Services | Turnkey alternative investment platform, Structured note solutions, Connecting financial advisors to asset managers, Customized investment solutions | Investment Platforms, Alternative Investment Lifecycle Management, Data and Reporting Services, Portfolio Construction Tools, Structured Investment Solutions, Custom Platform Solutions |
| Target Customers | ||
| Target Customers | Financial Advisors, Home Offices, Asset Managers, Independent Wealth Managers | Asset Managers, Wealth Managers, Institutional Investors, Families and Family Offices, Integration Partners |
| Taxonomy | ||
| Taxonomy | Alternative Investments, Wealth Management, Financial Advisors, Capital Markets, Investment Platform, Hedge Funds, Private Equity, Private Credit, Structured Notes, Digital Assets, Financial Technology, Independent Advisors, Due Diligence, Outsourced Service Provider | Alternative Investments, Private Equity, Hedge Funds, Private Market Investing, Fintech Platform, Wealth Management Solutions, Investment Technology, Portfolio Management, Private Credit, High-net-worth Clients, Asset Management Infrastructure, Digital Transformation, Advisor Education, Compliance Solutions, Secure Platform |
| Website | ||
| Website | caisgroup.com | icapital.com |
About CAIS
CAIS, branded as Your One Alts Platform, is an innovative leader in the alternative investment space, offering comprehensive lifecycle management for alternative investments to independent financial advisors. Its platform enhances the efficiency and scalability of financial advisors and alternative...
About iCapital
iCapital, founded in 2013, is a frontrunner in the Fintech industry providing a sophisticated platform that simplifies the integration of alternative investment strategies for financial professionals. The company's mission, "Helping Financial Professionals implement and manage alternative strategies...
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Funding, hiring, leadership and stack changes at CAIS and iCapital — by email.
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Compiled from the BounceWatch company index. We last looked at CAIS on 4 Apr 2026, and iCapital on 1 Apr 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.