Cashmere AI

AI-powered client intelligence for financial institutions.

San Francisco, United States · Founded 2023 · $3.6M raised

Employees
1–10
Founded
2023
Total Funding
$3.6M
Last Round
$3.6M Pre-SeedMay 2025
Rounds
2

About

Cashmere AI is a growth intelligence platform for financial services firms, helping wealth managers, financial advisors, and institutions discover, engage, and acquire clients using AI-driven financial event data and client intelligence. The platform automates prospecting and lead generation by surfacing relevant financial life events and contact insights, enabling advisors to identify and reach prospects at the right time. Cashmere raised a $3.6M seed round and serves financial institutions looking to scale client acquisition efforts.

Summary

Cashmere AI is a Fintech company based in San Francisco, United States, founded in 2023. It has raised $3.6M in total across 2 rounds, most recently a $3.6M Pre-Seed round in May 2025. Investors include Perplexity Fund, Canapi Ventures and F7 Ventures.

Tech & App Stack

3 technologies & apps tracked

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Funding History

Pre-seedPre-SeedMay 2025

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Investors

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