Integrated tools for every form of client acquisition
Cashmere helps firms become more efficient and grow their book of business by integrating data from various sources, intelligently matching advisors to prospects, and automating engagement.

Discover your next ideal client
Discover potential prospects, aggregated from dozens of data sources, as they experience significant money-in-motion & life events or meet the characteristics you’re looking for.

Ground truth. Nuanced insights
Get a holistic understanding of prospects and their fit for your practice from accurate and complete profile information, including  AI-generated insights and analytics.

Efficient, personalized outreach
Reach your prospects through the most effective channel, at the right time, with high-engagement messaging that’s always improving.