Pricing
Designed for how financial institutions actually buy
Cashmere is an enterprise platform — no self-serve checkout, no published per-seat pricing. We size engagements to your client book, active users, and solution scope. Explore tiers below to understand capability scope and fit.
Essential
Essentials
Best for independent RIAs and community banks
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Scoped to your client book size and active users
- Data normalization and deduplication
- Universal ID — up to 50,000 records
- Complete profiles with basic enrichment
- CRM sync (Salesforce, Redtail, Wealthbox)
- Standard support (email, 48h SLA)
- Up to 3 active solutions
Most Popular
Growth
Growth
Best for regional banks and multi-advisor RIA firms
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Sized for larger client books and team deployments
- Everything in Essentials
- Universal ID — up to 500,000 records
- Advanced enrichment (wealth signals, income, asset ownership)
- Trigger events monitoring — all event types
- Meeting Intelligence briefings
- Dedicated customer success manager
- Up to all 6 active solutions
- Priority support (4h SLA)
Enterprise
Enterprise
Best for large banks, national insurers, and fintech platforms
Custom
Fully scoped to your infrastructure and use cases
- Everything in Growth
- Unlimited records and entity types
- Custom models built on your proprietary signals
- Dedicated data infrastructure and SLAs
- Custom integrations and API access
- White-glove onboarding and training
- SOC 2 Type 2 and enterprise security review
- Executive sponsor and quarterly business reviews
What's included in each plan
| Feature | Essentials | Growth | Enterprise |
|---|---|---|---|
| Records | 50,000 | 500,000 | Unlimited |
| Data Normalization | ✓ | ✓ | ✓ |
| Universal ID / Golden Record | ✓ | ✓ | ✓ |
| Basic Enrichment (contact, job, company) | ✓ | ✓ | ✓ |
| Advanced Enrichment (wealth, assets, income) | — | ✓ | ✓ |
| Trigger Events Monitoring | — | ✓ | ✓ |
| Meeting Intelligence | — | ✓ | ✓ |
| Custom Predictive Models | — | — | ✓ |
| Number of Solutions | Up to 3 | All 6 | All 6 |
| CRM Integrations | Standard | Standard + custom | Full custom |
| API Access | Read-only | Full API | Full API + webhooks |
| Support SLA | 48h | 4h | Dedicated |
| SOC 2 Type 2 | — | — | ✓ |
FAQ
Frequently asked questions
Cashmere is priced based on the number of records under management, active users, and the solutions you activate. We don't publish per-seat pricing because every financial institution has a different scope — contact us and we'll scope an engagement based on your actual client book and use cases.
Our standard engagements are annual. Multi-year agreements are available and typically come with enhanced SLAs, additional custom model development, and expanded data infrastructure.
Implementation timeline depends on the complexity of your data environment and the number of source system integrations. Most clients reach initial production within 4–8 weeks. Custom model development timelines are scoped separately.
Cashmere is SOC 2 Type 2 certified. We support enterprise security reviews and can provide penetration testing reports, data processing agreements, and BAAs as required by your compliance team.
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See Cashmere with your data
Request a personalized demo and see exactly how Cashmere would enrich and activate your client book.