Integrations

Connect Cashmere to your existing stack

Cashmere enriched intelligence flows to where your teams already work — no rip-and-replace. Native connectors, a full REST API, and webhook delivery for custom workflows.

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Native Connectors

Works with the platforms you already use

These integrations are native to the Cashmere platform — available for all Growth and Enterprise tier clients, with minimal setup required.

Salesforce

Salesforce Financial Services Cloud

Bi-directional sync with Household, Contact, and Opportunity objects

Native Connector
Redtail CRM

Redtail CRM

Client record enrichment and trigger event delivery for RIA workflows

Native Connector
Wealthbox

Wealthbox

Profile enrichment, event monitoring, and contact deduplication

Native Connector
HubSpot

HubSpot

Contact enrichment and audience segmentation for marketing campaigns

Native Connector
Snowflake

Snowflake

Direct data share to your Snowflake environment — no ETL pipeline required

Native Connector
Databricks

Databricks

Enriched intelligence delivered to your lakehouse for custom model training

Native Connector
Envestnet

Envestnet

Client profile enrichment synced to Envestnet advisor workflows and reporting

Native Connector
Addepar

Addepar

Entity enrichment and golden record alignment with Addepar client hierarchies

Native Connector

REST API

Full read/write API access for Growth and Enterprise clients. Query enriched profiles, push records, and trigger enrichment workflows programmatically.

Webhook Delivery

Receive real-time event notifications at your endpoint of choice. Trigger events, profile updates, and enrichment completions delivered instantly.

Custom Integrations

Enterprise tier includes custom integration development for proprietary core banking systems, portals, and internal data platforms.

Intelligence Ecosystem

Platforms in the Cashmere ecosystem

Financial services platforms, AI tools, and data infrastructure providers that Cashmere operates alongside — enriching, connecting, and activating intelligence across your stack.

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About this directory: These entries represent verified platforms and tools in the financial services AI and data ecosystem. Some capability details are not yet publicly indexed and are shown as unavailable. This directory is updated as Cashmere's ecosystem expands.

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We can integrate with your stack

If your core system, CRM, or data platform isn't listed, Enterprise tier includes custom integration development. Tell us about your environment.

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