Alternatives to Cashmere

Financial services prospecting tools for advisors.

AI-powered relationship intelligence platform for financial services to identify and engage high-value prospects.

Personal finance platform providing tools and data to help consumers make smarter financial decisions.

B2B database and intelligence platform for sales and marketing professionals.

Technology platform for financial advisors to manage client relationships and operations.

A financial advice startup.

AI-powered platform for financial advisors to identify, engage, and retain prospects through money-in-motion insights.

Global financial, software, data, and media company providing real-time information and analytics.

Chime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.

A financial holding company providing commercial and personal banking, treasury management, and wealth solutions.

A global leader in digital payments, enabling individuals and businesses to send, receive, and manage money online.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

An all-in-one digital wallet to simplify daily transactions.

Plaid provides a data transfer network powering fintech and digital finance products.

CRM and workflow automation platform for financial services.

A leading U.S. financial services firm offering a wide range of banking and investment services.

Global leader in financial technology providing solutions for payments, banking, and capital markets.

Payoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.

South African digital bank offering accessible, affordable, and transparent financial services.

AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.