AI powered advisor matching
Find the right wealth advisor. For you.
Get matched with vetted financial advisors who understand your goals, values, and lifestyle.
Get matched with vetted financial advisors who understand your goals, values, and lifestyle.
About us
Match with the ideal partner for growth.
Cashmere Advisors analyzes hundreds of data points to connect you with certified wealth advisors who align with your vision, values, and goals. Let technology take the guesswork out of finding your perfect match.
$0
$0
Cost.
Matching with an advisor will never cost you anything.
$0
$0
Cost.
Matching with an advisor will never cost you anything.
$0
$0
Cost.
Matching with an advisor will never cost you anything.
0
0
Obligation.
Interview helpful advisors with no commitment required.
0
0
Obligation.
Interview helpful advisors with no commitment required.
0
0
Obligation.
Interview helpful advisors with no commitment required.
0
0
Contracts.
No upfront contracts or exclusivity agreements. You stay in control.
0
0
Contracts.
No upfront contracts or exclusivity agreements. You stay in control.
0
0
Contracts.
No upfront contracts or exclusivity agreements. You stay in control.
1
1
Discovery call.
A short call with the Cashmere team is all that's needed to get started.
1
1
Discovery call.
A short call with the Cashmere team is all that's needed to get started.
1
1
Discovery call.
A short call with the Cashmere team is all that's needed to get started.
FAQs
Answering your questions
Answering your questions
Answering your questions
Have any more questions? Send us a message below.
Have any more questions? Send us a message below.
Have any more questions? Send us a message below.
What area are you based in?
We're based in Los Angeles, but we connect individuals and advisors all across the country.
How long does a typical match take?
You can start interviewing advisors immediately after we complete your matching process is completed. The matching process typically takes less than a day after your discovery call.
How much does it cost to find matches?
It costs you nothing to find matches - and it never will. We are paid by advisors who use our service, so you never owe us a dollar.
Do you provide a guarantee for your work?
We guarantee to find you matches, but what you do with them is up to you.
How do I get started?
Simply get in touch! We’ll arrange a quick call to discuss your vision. From there, we’ll start connecting you with advisors who are experienced in serving your needs.
What area are you based in?
We're based in Los Angeles, but we connect individuals and advisors all across the country.
How long does a typical match take?
You can start interviewing advisors immediately after we complete your matching process is completed. The matching process typically takes less than a day after your discovery call.
How much does it cost to find matches?
It costs you nothing to find matches - and it never will. We are paid by advisors who use our service, so you never owe us a dollar.
Do you provide a guarantee for your work?
We guarantee to find you matches, but what you do with them is up to you.
How do I get started?
Simply get in touch! We’ll arrange a quick call to discuss your vision. From there, we’ll start connecting you with advisors who are experienced in serving your needs.
What area are you based in?
We're based in Los Angeles, but we connect individuals and advisors all across the country.
How long does a typical match take?
You can start interviewing advisors immediately after we complete your matching process is completed. The matching process typically takes less than a day after your discovery call.
How much does it cost to find matches?
It costs you nothing to find matches - and it never will. We are paid by advisors who use our service, so you never owe us a dollar.
Do you provide a guarantee for your work?
We guarantee to find you matches, but what you do with them is up to you.
How do I get started?
Simply get in touch! We’ll arrange a quick call to discuss your vision. From there, we’ll start connecting you with advisors who are experienced in serving your needs.
Some of our partners
Contact
Get in touch
For any inquiries or to explore your opportunities further, we invite you to contact our team using the details below.
Office
8500 Steller Drive, Culver City, CA 90232
167-169 Great Portland Street,
W1W 5PF
hello@cashmerewealth.com
Telephone
(650) 430 1133