1248

Venture Capital

Family office of Marty Bicknell, founder and CEO of Mariner Wealth Advisors. Invests in fintech and wealth management startups.

Profile

Headquarters
Overland Park, US
Investments
1
Companies
1

Capital

Total Deployed
$3M
Lead Rounds
1

Portfolio

1 company
Sherpas $4M
Private Miami, US

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.

Investment 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.