Cashmere AI

Cashmere AI, based in Los Angeles, is a growth intelligence platform designed to enhance wealth management by revealing hidden patterns and key moments within client relationship data. By providing real-time, people-based insights, Cashmere enables financial advisors to connect the dots across siloed data, enriching client profiles and improving sales and marketing workflows.

The platform offers numerous features, including enrichments, trigger events, people matching, referral generation, and audience building, making it suitable for various financial institutions such as broker dealers, insurance firms, and banks. With a focus on security and compliance, Cashmere ensures that its services are built on reliable data sourced from trusted partnerships and advanced research techniques.

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