Borja Edo

Founder & CEO

Co-founder and CEO of Sherpas. Former SVP and Head of Innovation Labs at LPL Financial, where he led planning and growth initiatives for 20,000+ advisors. MBA from UC Berkeley, BS in Computer Science from University of London.

Overview

Companies
1
Roles
Founder & CEO

Companies

1 company
Sherpas $4M
Private Founder & CEO

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.

Founder data is compiled from company records, public announcements, and verified sources. Roles reflect current or most recent known positions.