Cashmere
Year2024
RoundSeed
Amount$3.6M
Overall
Summary
12 slides
12 slides
1 slide
Introducing Cashmere, the intelligent prospecting platform designed specifically for wealth management and financial services.
1 slide
Meet our powerhouse team of experts from top institutions, including experienced leaders in technology and machine learning.
2 slides
We face a significant challenge in wealth management; identifying the right prospects at the right time is complex and resource-intensive, particularly when 85 trillion dollars is expected to change hands in the next decade.
1 slide
Cashmere is here to revolutionize the way wealth managers engage with prospects through a comprehensive, AI-driven prospecting platform.
5 slides
With features such as real-time identification, enrichment of data, optimized matching, scalable engagement tools, and seamless integration into existing systems, Cashmere empowers financial advisors to enhance their outreach and efficiency.
1 slide
Our platform is already demonstrating remarkable success, with clients like UBS generating over 25 million dollars in new assets under management within just six months.
1 slide
Join us on this journey to transform wealth management through intelligent prospecting. Reach out at hello@cashmereai.com.
