Privacy Policy

Last Updated: 11/1/2023

We understand the importance of privacy, trust and compliance, especially within the financial sector. We are committed to safeguarding the data entrusted to us and ensuring that any firm, client and consumer information we touch is handled with care and in accordance with legal obligations.

1. Overview

This Privacy Policy describes how Cashmere AI collects, uses, stores, and shares information. Our services are specialized for the financial sector, such as helping financial service providers to automate their sales intelligence and grow their business.

2. Information We Collect

Public Data
We collect publicly-available information through web-scraping and data vendor partnerships, including names, job titles, company names, email addresses, company filings, and other public professional, personal and corporate information.

Client Data
When financial service firms use our services, we may securely process sensitive data provided by them, including email account information, client lists, transactions records, tax information, and email content.

Usage Data
We automatically capture data about how users interact with our platform, including IP addresses, browser type, session durations, and page views.

3. How We Use the Information

Service Delivery:
To provide, maintain, and improve our services for our clients, including to operate features and functionality of the software such as data delivery, analytics procurement, and outreach automation.

To maintain an open channel with our clients and provide dedicated customer support.

Research & Development
To analyze client data, user behavior and trends to improve our offerings.

Legal Obligations
To meet legal and regulatory requirements.

4. Data Sharing and Transfers

We do not sell or lease firm or client information to third parties. However, we may share data:

With Service Providers
We may share data with trusted third-party vendors to leverage their services and operate our services.

Legal Obligations
We may disclose data if required by law or in the belief that such action is necessary to comply with legal obligations.

Business Transfers
In case of a business transaction like a merger or acquisition, user data may be transferred.

5. Data Security

We are aware of the sensitive nature of financial data and employ stringent security measures to protect against unauthorized access, alteration, disclosure, or destruction of firm and client data. These measures include regular security reviews, encryption, and secure software development practices.

6. Cookies and Tracking

Our platform uses cookies and other tracking technologies to improve user experience and analyze platform performance.

7. User Rights

Every user has the right to access, correct, or delete personal data. Please contact us at for any queries related to your data.

8. COPPA Compliance

Our services are not targeted to or intended for use by children under the age of 13, and we do not knowingly collect personal data from children under this age.

9. Changes to This Policy

We may periodically update this Privacy Policy. We will notify users of any significant changes and ensure that the date at the top of this policy is updated accordingly.

10. Contact Us

For any questions about this Privacy Policy or our practices, please contact:

10250 Constellation Blvd
Suite 100
Los Angeles, CA 90067