Growth intelligence for wealth management
Reveal hidden patterns, surface key moments, and bring clarity to your client and relationship data.
Contact UsTrusted by leading institutions
A new approach to discovering, engaging, and growing client 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
Trigger Events
People Matching
Referral Generation
Audience building
Enrichments
Trigger Events
People Matching
Referral Generation
Audience building
Cashmere works for
Broker Dealers
Wire houses
Insurance firms
Banks
RIAs
PE Rollups
TAMPs
Broker Dealers
Wire houses
Insurance firms
Banks
RIAs
PE Rollups
TAMPs
Deeper insights on existing people records
Reveal hidden potential within your existing book by enriching people records with professional, financial, and life event data. Prioritize the right conversations and uncover opportunities already in your system.
Money-in-motion for timely engagement
Spot high-fit prospects the moment they experience a financial or life event — from liquidity to career moves. Get notified in real time and act while intent is highest.
The best fit advisor for every prospect
Use background, expertise, and client profile data to automatically pair prospects with the right advisor. Build stronger connections and improve conversion with every assignment.
Leverage your
existing connections
to drive referrals
Turn client relationships into consistent, reliable sources of warm leads.
Build high-fit audiences at scale
Automatically recommend advisors for prospects and prioritize the best fit.
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
Our data is sourced from trusted third-party partnerships, government filings, court records, public web resources, and advanced AI-based research.
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.
Yes. Our platform was built for both large firms as well as individual advisors. Admins can add as many users as they want to their team, who will then be incorporated into the insights.
Yes, our platform generates personalized outreach content tailored to each prospect from the perspective of each user. Additionally, we provide automated outreach tools that can manage email communication on behalf of users.
We strictly comply with Do Not Call lists and provide options for prospects to opt out of future communications.
Our algorithms estimate prospects' wealth by categorizing them into specific wealth segments. This is achieved through asset ownership records, historical data analysis, lookalike modeling, and financial data related to a prospect's professional history.
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.
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.
Explore the future of people intelligence for financial services
Unlock the power of artificial intelligence and data orchestration with Cashmere