The AI‑powered client intelligence layer for financial services

The client context your agents, and your people, act on.

Cashmere Command Center

What can I help with?

Ask me about open opportunities or tell me to execute a workflow... ↑

Search the universe

Unassigned records in the Northeast over $10M in modelled capacity

Read a record

Tell me everything worth knowing about John Smith and how I am connected to him

What changed

What happened to anyone in my book in the last 30 days?

Work the queue

What should I work on today? Use our integrations to kick it off

Find a way in

Who is within two hops of me that nobody is assigned to yet?

Draft for outreach

Write an intro email to Robert Calloway

Signals

ActiveClosed Send me a digest

Garrett Hale → Executive transition

VP of Engineering, Vantiva Systems

Prospect

→ Next action

Offer Garrett a one-page map of the new package before 2026-10-17. Deferral elections and the first vest decision both have dates on them.

Because

Promoted to Vice President at Vantiva Systems on 2026-03-06. A step into that seat changes the compensation mix. A modelled $6.0M of it is equity, first vesting…

Open Mark as complete 111d left

Marcus Delano → Wealth transfer

Managing Director, Ashford Capital Management

Client

→ Next action

Do not raise the filing. Offer Marcus a beneficiary and titling review as routine housekeeping, and let them decide whether to say more.

Because

A dissolution filing appeared on the Manhasset, NY docket on 2026-01-24. Beneficiary designations, titling and any joint account structure stop matching…

Open Mark as complete 70d left

People Enrich

NameEmployer & titleNet worthInvestableRelationshipLast trigger

Daniel Whitmore Beacon Grid Energy, Founder & CEO $25M-$100M $3.2M Prospect Venture fundraise, 5d ago

Marianne Cole Fernbrook Hospitality Group, CFO $5M-$10M $1.9M Prospect Board appointment, 2d ago

Peter Nassar Lakeshore Orthopedic Institute, Chief of Surgery $10M-$25M $6.8M No relationship Search intent, 1d ago

Elena Vasquez Nimbra Software, VP of Product $5M-$10M $2.6M Client Recent mover, 3d ago

Thomas Ridley Ridley & Sons Construction, CEO $25M-$100M $8.5M Client News mention, 4d ago

Arthur Penrose Meridian Advisory Group, Registered Rep $5M-$10M $4.1M No relationship Board appointment, 6d ago

Hank Morrow Morrow Family Farms, Owner $25M-$100M $2.2M No relationship Property sale, 2d ago

First 7 of 100 matching records

Signals Builder New Signal

Tell me when a client or prospect's company files an S-1 or is reported to be exploring a sale... Create agent

NameOriginDefinitionCadenceMatchesActive

Predicted liquidity Cashmere “Cashmere detects evidence that a company is approaching a fundraise, sale, or other liquidity event…” Reactive 5 events

Executive departure watch Custom “Tell me when a senior executive leaves a company tied to one of my clients, and explain why…” Weekly 1 event

Money in motion Cashmere “Cashmere flags rollovers, account transfers, and inflows that suggest assets are ready to move…” Reactive 3 events

Concentration drift Custom “Watch client positions against our vendor pricing feeds and our firm's research ratings, and flag when a concentrated holding crosses 25% of a portfolio…” Daily 2 events

Sources Connect a source

Sources connected

Records ingested

412

Records resolved

377

SalesforceReconnect

Match rate92%

Household modelled83%

Party resolved92%

Any contact detail96%

Last read today

SnowflakeReconnect

Match rate88%

Employment history91%

Company identified100%

Education97%

Last read 6 days ago

Custodian feedReconnect

Match rate95%

Accounts linked89%

Positions priced98%

Titling captured81%

Last read today

Private Market DataReconnect

Match rate76%

Entity resolved84%

Fund positions71%

Valuations current68%

Last read 2 days ago

Events

All eventsMy book

Mar 14 Search intent: Showed repeat search activity for fee-only wealth advisors Peter Nassar, Lakeshore Orthopedic Institute Live opportunity

Mar 13 Board appointment: Appointed to the board of Peregrine Industrial Group Marianne Cole, Fernbrook Hospitality Group Live opportunity

Mar 12 Job change: Joined Nimbra Software as VP of Product Elena Vasquez, Nimbra Software Claimed

Mar 10 Venture fundraise: Beacon Grid Energy closed a $140M Series C Daniel Whitmore, Beacon Grid Energy Live opportunity

Mar 8 Fund close: Closed Fund IV at $850M in committed capital Stonebriar Growth Partners Claimed

Mar 6 Job change: Promoted to Vice President at Vantiva Systems Garrett Hale, Vantiva Systems Live opportunity

Companies Enrich

CompanyIndustry & typeHeadquartersEst. revenueRelationshipLast trigger

Beacon Grid Energy Clean Energy, Private Austin, TX $48M Prospect Venture fundraise, 5d ago

Vantiva Systems Enterprise Software, Public San Jose, CA $12.4B Banking Exec move, 2d ago

Fernbrook Hospitality Group Hospitality, Private Charleston, SC $120M Prospect Expansion, 3d ago

Stonebriar Growth Partners Private Equity, Private Dallas, TX $85M LP/GP Fund close, 1w ago

Halcyon Biolabs Biotechnology, Private Cambridge, MA $22M No relationship Product launch, 6d ago

Kestrel Aerostructures Aerospace, Private Wichita, KS $340M Banking Acquisition, 2d ago

First 6 of 97 matching records

Connections My ClientsMy Team

Odette Braithwaite

Peter Nassar

Robert Calloway

Casper Lindqvist

Seraphina Okafor

Imogen Vale

Barnaby Croft

Marcus Delano

Anouk Verhoeven

Rufus Alderton

Financial Advisor

Trusted by leading financial institutions

Top 10 US Bank

Top 25 Global Bank

Every client decision flows through Cashmere.

Built for financial services, Cashmere’s agents uncover the opportunities already in your data. Cashmere resolves entities across client, prospect, and vendor records, attaches 120+ fresh attributes, and generates signals in real-time. Use it day-to-day or at scale to better understand your clients, individual and institutional.

Every Source, Connected

Cashmere integrates directly with CRMs, custodian feeds, data warehouses, and more. It reads from your disparate systems, joins with web-scraped and licensed vendor data, and flows updated information back automatically.

Data Consolidation & Universal ID

Whether you have duplicated records or stale data, Cashmere resolves to one durable entity to improve your data hygiene. Fields like names, employers, and identifiers are standardized, and everything is stored in a canonical golden record in the systems you choose.

Deep Enrichment & Complete Profiles

Cashmere provides dozens of attributes out of the box: consume them as a feed or layer onto internal data for deep profiles on people and companies. Whether prospecting or cross-selling, you get the full picture. Updates push automatically as the world changes.

Signals & Custom Models

Cashmere tracks events like promotions, fundraises, and filings, then combines them with your data to generate time-based signals specific to your areas of expertise. Build your own data derivatives in Builder, or work with the Cashmere team on custom models.

Agentic Workflows

Cashmere’s assistant can act on signals beyond just reporting them: drafting outreach, prepping meetings, and kicking off next steps in the tools your firm already uses. Purpose built with domain expertise for financial service workflows, embedded in your team’s day-to-day.

Use it where you need it.

Use Cashmere out of the box as a dashboard, integrate it with your stack, or deploy it on-prem or in your cloud. Join the unique data your firm already produces onto your client records without anything leaving your firm.

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Cashmere Perspectives

View all

Hierarchy of Data The “Finally Good” Threshold A framework for turning fragmented records into reliable customer intelligence. 1/14/26 Read the blog article

Entity Resolution Finding the Right Person How entity resolution transforms fragmented records into reliable sources of truth. 2/13/26 Read the blog article

Derived Insights Baking Expertise Into Models How domain expertise becomes scalable intelligence through derived-insight models. 2/25/26 Read the blog article