EQT has agreed to sell Quantios, a SaaS provider for the trust and corporate services industry, to Vista Equity Partners. The transaction is expected to complete in Q3 2026. EQT initially partnered with Malaysia-based ViewPoint in 2023. During EQT's ownership, ViewPoint merged with TrustQuay to form Quantios, creating a global software platform serving nearly 700 organisations worldwide across more than 100 jurisdictions. Under EQT's ownership, Quantios launched Quantios Core, a cloud-native SaaS platform, and acquired Klea, an AI-powered legal entity management platform. The company transitioned from on-premise software to a subscription-based model whilst strengthening its AI capabilities. The exit demonstrates EQT Private Capital Asia's mid-market strategy, which focuses on partnering with high-quality businesses across Asia Pacific.

NEW YORK--(BUSINESS WIRE)--Jul 29, 2026-- CAIS, the leading alternative investment platform for independent financial advisors, today announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein L.P.

CAIS, Arch raise fresh capital as advisors lean into private markets. The two alternative-investment platforms' new financing - coming from Blue Owl, Carlyle, Franklin Templeton and other big-name backers - signals deepening advisor demand for private-market access. JUL 29, 2026 Two leading alts technology platforms for advisors have raised fresh capital in the latest sign of how central private-markets infrastructure has become to the wealth management business. CAIS, the alternative investment platform dedicated to independent financial advisors, announced it had closed a $170 million Series D round led by Vista Equity Partners, with participation from AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada. The round values the company at more than $2 billion and brings its total capital raised to nearly $600 million. Separately, Arch, which helps advisors, banks and family offices administer and monitor private-markets portfolios, named previously undisclosed backers from its $52 million Series B round, including MUFG Innovation Partners and Franklin Templeton. The company also disclosed that it has surpassed $500 billion in assets on its platform - now standing at $539 billion, having doubled over the past year. Why alts infrastructure is a space to watch. The announcements arrive as more advisors build allocations to private equity, private credit, hedge funds and other alternative assets into client portfolios - a trend that has strained the manual paperwork and reporting processes many firms still rely on. Platforms like CAIS and Arch have positioned themselves as the connective tissue between advisors and the alternatives marketplace, handling a host of complexities from fund selection and trade execution to document collection and portfolio reporting. CAIS said its platform now serves more than 2,500 wealth management firms representing over 65,000 financial advisors, who collectively oversee approximately $8.5 trillion in end-client assets. The company reported a 53% year-over-year increase in transaction volume in the first half of 2026, alongside a 55% rise in total platform assets over the same period. According to the company, it has onboarded more than 425 new RIAs and independent broker-dealers since 2025, representing over $1.8 trillion in assets, including firms such as AE Wealth Management and Beacon Pointe Advisors. "Together with the independent wealth community, we have built the platform technology and client service model this industry deserves, and our biggest chapter is still ahead," said Matt Brown, founder and chief executive of CAIS. David Breach, president of Vista Equity Partners, is joining CAIS' board, while representatives from Blue Owl, Lord Abbett, Fortress and Carlyle will serve as board observers. "By embedding AI and agentic capabilities into the advisor workflow, CAIS is creating a more intelligent, connected, and scalable experience," Breach said. Arch leans on institutional backing to scale. Arch's growth story centers on solving what its executives describe as an outdated, manual process for turning private-fund documents and data into usable information for allocators. The company said it supports more than 650 institutional clients, including four of the top 20 global banks and eight of the top 20 accounting firms, alongside registered investment advisors and family offices. Ryan Eisenman, Arch's co-founder and chief executive, framed the milestone as validation of the platform's approach to a persistently fragmented and manual corner of the industry. "Crossing $500 billion in assets on our platform is a reflection of how many of the industry's most sophisticated allocators are turning to Arch to solve that problem," Eisenman said. MUFG Innovation Partners, the venture arm of Japan's MUFG, is also an Arch client, using the platform to manage fund-of-funds positions and streamline document aggregation. Ryan Stern, senior vice president at MUFG Innovation Partners, said the firm sees Arch addressing "one of the industry's most pressing operational gaps" as demand for alternatives has accelerated faster than the infrastructure supporting it.