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VC-funded Company:

Sherpas
San Francisco, CA
https://sherpaswealth.com/

Sherpas is an AI-native infrastructure platform for wealth management firms. By standardizing how financial advice is analyzed, structured, and delivered, Sherpas enables advisory organizations to provide consistent, explainable, and scalable decision-making across clients and teams.

Key Contact
Name
Borja Edo
Title
CEO
Funding Events

Date
Amount
Type
Investors
Valuation
02/23/26 $3,200,000 Seed 1248 Partners
AUA Private Equity Capital
GoHub Ventures
undisclosed