Led · Seed · Feb 2026

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.

Participated · Series A · Apr 2021

Snappy Kraken is an Ormond Beach, Fla.-based automated growth program for financial advisors offering marketing automation, online advertising, and marketing services. Its platform runs automated campaigns focused on achieving specific, trackable goals to grow advisors’ businesses. All subscribers are assigned a personal Success Specialist who helps set up, manage, and optimize their use of the platform through monthly performance check-ins. The company is led by CEO Robert Sofia. Snappy Kraken closed a $6m Series A in April 2021 and plans to use the funds to open new marketing channels, add new features, and integrate with other tools advisors already use. Snappy Kraken is a SaaS martech company that provides a platform for financial professionals to personalize, automate, and track marketing campaigns and business processes. The platform includes ready-made campaigns containing professionally designed and written email drip series, social media posts, ads, and other assets. Users can manage and track clicks, opens, and shares from a single dashboard. Led by CEO and co-founder Robert Sofia, the company aims to simplify and streamline marketing workflows for advisors and firms. In October 2017 Snappy Kraken raised a $1M Series A and said it will use the funds for business development and growth. The company is based in Ormond Beach, Florida.