Cashmere AI

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.

www.cashmereai.com

Cashmere AI

www.cashmereai.com

HQRemote

Team Size18

Open Jobs4

Total Funding$8M

Latest Fundraise2 years ago

TL;DR

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

Company Overview

Problem Domain

Client acquisition and engagement for wealth management and financial services through data enrichment and automation.

Founded

2020

Industry

Fintech / Wealth Management Software

Funding Track Record

Seed- 2024-09-10

Seed round closed Sep 10, 2024; reported as led by Canapi Ventures with multiple participants

Investor Signal

“Backed by Canapi Ventures and multiple institutional investors (including The House Fund, Plug and Play, Courtyard Ventures, Benchstrength as reported)”

Founders

What we do

TL;DR

Company Overview

Funding Track Record

Founders

What we do

Cashmere AI

www.cashmereai.com

Cashmere AI

www.cashmereai.com

HQRemote

Team Size18

Open Jobs4

Total Funding$8M

Latest Fundraise2 years ago

TL;DR

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

Company Overview

Problem Domain

Client acquisition and engagement for wealth management and financial services through data enrichment and automation.

Founded

2020

Industry

Fintech / Wealth Management Software

Funding Track Record

Seed- 2024-09-10

Seed round closed Sep 10, 2024; reported as led by Canapi Ventures with multiple participants

Investor Signal

“Backed by Canapi Ventures and multiple institutional investors (including The House Fund, Plug and Play, Courtyard Ventures, Benchstrength as reported)”

Founders

What we do

Join the Team

Machine Learning Researcher

On-SiteNew York, US

On-Site • New York, US

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.

Teeming tracks opportunities at over 24,000 AI startups, then works with you to find (and land) the one you'll love.

Software Engineer

Full-timeCambridge, GB

Full-time • Cambridge, GB

Machine Learning Engineer

InternshipAustin, US

Internship • Austin, US

AI Researcher

Full-timeNovi Sad, RS

Full-time • Novi Sad, RS

Machine Learning Engineer

ContractBelgrade, RS

Contract • Belgrade, RS

Product Designer

ContractBerlin, DE

Contract • Berlin, DE

Product Designer

Full-timeNovi Sad, RS

Full-time • Novi Sad, RS

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

Collaborate closely with data science team to design, develop, and maintain machine learning models.
Tackle complex challenges in social graph estimation, predictive analytics, and similarity modeling.
Improve predictive accuracy, insight effectiveness, and personalization based on customer feedback and results.
Work with data and platform teams to integrate models into overall product experience.

Bachelor's degree in Data Science, Mathematics, Physics or related field.
Proven track record in designing, building, and shipping impactful models.
Deep understanding of modern AI methods and experience applying them.
Demonstrates thoughtfulness in developing methods and understanding underlying data.
Thrives in a fast-paced, collaborative environment.

Professional research or engineering experience within financial services.

Competitive compensation including equity.
Healthcare coverage, 401(k) plan, unlimited PTO, and wellness stipend.
Modern and comfortable workplace in Soho.
Professional development opportunities, including conferences.
Company-sponsored social activities, good vibes and great times.

Compensation Range: $180K - $200K