Sherpas

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.