Sherpas
Sherpas is a company based in United States. Builders in Fintech has recorded 1 equity round for Sherpas: a seed round of $3.2M on 25 February 2026.
Added ·
- $3.2M
- Seed · $3.2M · 25 February 2026
Timeline
Seed · $3.2M
All funding rounds in the database
Product
AI agents for financial advisors: data intake, planning and investment proposals
Wealth and investing
Sherpas is an AI platform for wealth management firms and financial advisors that it calls a Generative Finance platform. It aims to streamline operations, personalise advice at scale and automate client engagement. The site presents a set of AI agents. Intake extracts and structures client data from any financial document and fits into the existing workflow. Paraplanner builds a narrative financial plan covering observations, risks and strategies. Portfolio Analyst generates investment proposals tied to the client's time horizon, goals and risk. The company positions the platform as a way for advisors to scale their expertise by automating data extraction, diagnostics, investment planning and proposals.
Agent-Ready: not yet assessed · How we check
Description from the company website · Source