Sherpas

Private

Sherpas is an AI-native infrastructure platform for wealth management firms, serving as an operating layer for financial advice. The platform automates data intake, runs financial diagnostics and scenario modeling, and generates personalized proposals, reducing advisory workflows from hours to minutes. Targets RIAs, advisory consultants, credit unions, and community banks.

Founders Borja Edo, Francisco Mico, Sergio Moreno

CEO Borja Edo

Company

Founded

2022

Headquarters

Miami, US

Financials

Total Funding

$4M

Sectors

Fintech Artificial Intelligence

sherpaswealth.com Twitter

Funding History

2 rounds

Seed Feb 23, 2026

$3M

1248 (Lead) AUA Private Equity Capital GoHub Ventures

Pre Seed Jan 1, 2023

$500K

Demium Capital

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.