SAN FRANCISCO, CA, Sherpas announced the close of its $3.2 million seed funding round, led by 1248.
Sherpas announced the close of its $3.2 million seed funding round, led by 1248, the family office of Mariner Wealth Advisors Founder & CEO Marty Bicknell, with major participation from AUA Private Equity Capital, GoHub Ventures, as well as strategic investors and advisory firms from across the wealth management industry. The round comes as advisory firms increasingly adopt AI to modernize how financial advice is analyzed, produced, and delivered.
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