Cashmere AI
Los Angeles
About Cashmere AI
Cashmere AI is an AI-based platform that supports client acquisition for wealth management firms. It aggregates data from public and proprietary sources to identify individuals experiencing financial events such as inheritances or business sales. The platform generates profiles that include estimated net worth and contact details, using machine learning to align them with financial advisors. It automates outreach through email and LinkedIn, tailoring communication based on prospect behavior. The system integrates with CRM tools and offers a dashboard to manage lead generation workflows. Cashmere AI is designed to streamline prospect discovery and engagement in the wealth management sector.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: Less than $1M
- Total funding: $8.2M
- Funding stage: Seed
- Last round: Seed (Sep 2024)
- Website: cashmereai.com
- Phone: [email protected]
Industries & Categories
Artificial Intelligence (AI), Big Data, Machine Learning, SaaS
Social Profiles
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