Key facts
- It has raised $24.6M; the latest was Later Stage VC ($14.8M) in Mar 2026.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Cambridge Investment Research
- ·The full record, as it builds
Funding rounds
No funding rounds for Cambridge Investment Research are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cambridge Investment Research
Operator of an internally controlled financial firm intended to serve independent financial advisors. The company specializes in offering a flexible range of solutions in the areas of advice, growth, technology, independence, and more, enabling financial professionals to do business wherever, whenever, and however they choose.
- Sector
- Financial Services
- HQ
- Fairfield, IA, United States
- Founded
- 1981
- Employees
- 900
- Website
- joincambridge.com/
- Ownership
- Privately Held (backing)
Cambridge Investment Research doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cambridge Investment Research shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cambridge Investment Research in its N-PORT filings yet. We sweep new filings monthly.