// OVERVIEW
Global alternative asset manager that acquired majority stakes in healthcare RCM providers Knack RCM and EqualizeRCM.
Discussed in
// RECENT MENTIONS
// SIGNALS
14 SIGNALS
01
funding·StrictlyVC·JULY 30, 2026
“CAIS...helps independent financial advisors evaluate, buy, and administer alternative investments across client portfolios, raised a $170 million Series D at a $2+ billion valuation.”
Source→02
mention·PitchBook News·JULY 28, 2026
“The firm already owns a stake in wealth management firm Captrust.”
Source→03
mention·PitchBook News·JULY 28, 2026
“Carlyle CEO Harvey Schwartz has called the wealth channel a top growth priority.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.