
Cashmere is a growth intelligence platform for wealth management, focused on transforming client acquisition through data and automation. Their integrated suite of tools, including Cashmere Portal, Priority Score, and Intelligent Outreach, aims to help financial firms become more efficient, increase conversion rates, and grow their Assets Under Management (AUM). The platform identifies ideal prospects, enriches their profiles with AI-generated insights, and automates personalized engagement. Cashmere claims to save significant time in prospecting, achieve high accuracy in profile data, and track substantial new assets per month. They emphasize enterprise-grade security and are SOC 2 Type 1 compliant.

Cashmere is a growth intelligence platform for wealth management, focused on transforming client acquisition through data and automation. Their integrated suite of tools, including Cashmere Portal, Priority Score, and Intelligent Outreach, aims to help financial firms become more efficient, increase conversion rates, and grow their Assets Under Management (AUM). The platform identifies ideal prospects, enriches their profiles with AI-generated insights, and automates personalized engagement. Cashmere claims to save significant time in prospecting, achieve high accuracy in profile data, and track substantial new assets per month. They emphasize enterprise-grade security and are SOC 2 Type 1 compliant.
What they do: AI-driven people intelligence and growth platform for wealth management and financial services
Customers: Wealth firms, RIAs, banks, and financial advisor teams
Recent funding: Seed round closed Sep 10, 2024 (lead: Canapi Ventures)
Compliance: Claims enterprise-grade security and SOC 2 Type I/II compliance referenced
Client acquisition and engagement for wealth management and financial services through data enrichment and automation.
2020
Fintech / Wealth Management Software
Seed round closed Sep 10, 2024; reported as led by Canapi Ventures with multiple participants
“Backed by Canapi Ventures and multiple institutional investors (including The House Fund, Plug and Play, Courtyard Ventures, Benchstrength as reported)”
Summary
We are seeking a talented ML Researcher to join us at Cashmere, the growth intelligence platform for financial services. As part of our team, you'll play a vital part in designing, implementing and improving our proprietary models — providing our customers with best-in-class insights as they grow their book of business.
In this role, you'll collaborate with Cashmere’s data science team to solve challenging problems involving people and financial data — often with small, biased sample sizes or no ground truth. You’ll prototype and conduct R&D on various problems leveraging classical machine learning and modern LLM-based methods, developing a deep understanding of the wealth management domain along the way and iterating with customers to validate efficacy. As our business grows, your work will shape how customers experience and derive value from Cashmere’s data-as-a-service.
Cashmere is the growth intelligence fabric for financial services — transforming how institutions discover, engage, and acquire clients.
Traditionally, the industry has relied on word of mouth and manual data processing for growth. Cashmere's platform helps firms grow smarter and faster by using the latest in artificial intelligence to automate research, enrich existing data, and uncover hidden opportunities.
Backed by leading investors like Canapi Ventures and trusted by some of the world's premier financial institutions like UBS, our team regularly faces and tackles complex challenges in areas like entity resolution and social graph traversal — problems that rarely have obvious solutions. To achieve our mission, we approach these challenges through first-principles thinking and an unwavering commitment to our customers.
Responsibilities
Qualifications
Bonus Points
Our Benefits
Compensation Range: $180K - $200K