Deeper People Insights

A new approach to discovering, engaging, and growing relationships

Connect the dots across siloed data and uncover richer profiles for both prospects and clients. Cashmere delivers real-time, people-based insights that enhance advisor, sales, and marketing workflows — all from a single platform.

Enrichments

Deeper insights on existing people records

Uncover the best wealth opportunities among your existing relationships

Learn More

Trigger Events

Trigger Events and identifying new prospects

Identify qualified, high propensity prospects undergoing trigger events.

Learn More

Different trigger events to help estimate net worth and need for financial advising

People Matching

Advisor-Prospect matching

Automatically recommend advisors for prospects and prioritize the best fit.

Learn More

Audience building

Reach your ideal customers at scale

Create marketing audiences based on dozens of wealth and demographic data points.

Learn More

Flow chart of outreach campaign channels in social media, email, and physical mail

Clients

Cashmere works for

Security

Enterprise-Grade Security and Compliance

Cashmere’s platform is built with industry-standard security architecture. We regularly update and test our systems to ensure our customers' data and business objectives are always in safe hands.

FAQs

Answers to the frequently asked questions

Where does your data come from?

Our data is sourced from trusted third-party partnerships, government filings, court records, public web resources, and advanced AI-based research.

Is your data accurate?

Yes, our data is highly accurate. It is sourced from reputable providers, undergoes rigorous sanity checks, and is cross-referenced with established sources to ensure its reliability.

Do you support integrations?

Absolutely. We offer integrations with most CRM and marketing tools. If you require specific integrations that are not supported out of the box, please let us know, and we will make every effort to accommodate your needs.

Can you enrich my existing data?

Yes, our platform can enhance your existing prospect data by applying our insights, enrichments, and analytics. This can be done through direct upload to the platform or via CRM integration.

Growth intelligence

for financial institutions

A new approach to discovering, engaging, and growing relationships

Deeper insights on existing people records

Uncover the best wealth opportunities among your existing relationships

Trigger Events and identifying new prospects

Identify qualified, high propensity prospects undergoing trigger events.

Advisor-Prospect matching

Automatically recommend advisors for prospects and prioritize the best fit.

Reach your ideal customers at scale

Create marketing audiences based on dozens of wealth and demographic data points.

Cashmere works for

Enterprise-Grade Security and Compliance

Cashmere’s platform is built with industry-standard security architecture. We regularly update and test our systems to ensure our customers' data and business objectives are always in safe hands.

Answers to the frequently asked questions

Where does your data come from?

Is your data accurate?

Do you support integrations?

Can you enrich my existing data?

Explore the future of people data

RESOURCES

ENRICHMENTS

SOLUTIONS