Sherpas has built an infrastructure platform that sits beneath a firm’s existing workflows, using AI to handle everything from client intake to scenario modeling and recommendation drafting. By automating these mechanics, it delivers structured, explainable insights in minutes, freeing advisors to concentrate on strategy and client relationships. The system learns from each engagement, compounding institutional knowledge to improve future recommendations. Enterprise pilots with large advisory organizations have already validated the model under compliance and operations oversight. With its new capital, Sherpas plans to deepen its decision frameworks across retirement, tax, investment, and risk planning while expanding integrations with the enterprise systems used by advisory practices. Ultimately, the company aims to give firms a scalable, consistent operating layer that improves efficiency and client experience without adding headcount.

Total raised

$3M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2026