Cashmere
Cashmere, operating as Cashmere AI, is a financial technology company based in Culver City, California. It offers an AI-powered growth intelligence platform designed for client acquisition and prospect intelligence specifically for wealth management and financial services firms. Founded in 2020, Cashmere has raised approximately $4.61 million in funding, including a significant seed round led by Canapi Ventures. The platform combines internal customer data with external signals to create a comprehensive intelligence layer about potential clients. It helps wealth managers and registered investment advisors identify and engage high-potential prospects by analyzing life-event signals, such as inheritances or business sales. Key features include lead generation, client acquisition automation, and seamless integration with existing CRM and marketing tools. Cashmere aims to enhance the efficiency of client acquisition processes for financial institutions by providing data-driven insights and automated outreach capabilities.