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Sherpas

Financial Technology (FinTech) ~50 employees
Founded
--
Employees (Est.)
~50
5 leaders known
Total Funding
$3.2M
Funding Rounds
1
Last Funding
2026-02-23

About Sherpas

Sherpas Wealth is a company focused on building an AI operating layer for wealth management. Their mission is to automate financial data extraction, diagnostics, and investment planning to help financial advisors scale smarter and faster, reducing time-to-advice by 95%.

Products & Services

Intake - Data Extraction AI Agent:Extracts and structures client data from any financial document instantly, integrating seamlessly into workflows.
Paraplanner - Financial Planning AI Agent:Builds narrative financial plans with observations, risks, and strategies in minutes, mimicking an advisor’s voice.
Portfolio Analyst - Investment Analysis AI Agent:Generates personalized investment proposals aligned with client goals, time horizons, and risk profiles.

Specialties

AI for Wealth Management Financial Data Extraction Investment Planning Automation Financial Analysis Automation

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Seed
T: -
FT: Seed 		A: 3200000
MR: -
FA: $3.2 million
FAN: 3200000 		D: 2026-02-23
FD: 2026-02-23 		4 investors
Seed Latest
2026-02-23
$3.2M
4 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

B

Borja Edo

CEO & Co-Founder

LinkedIn (Pro only)
F

Francisco Micó

COO & Co-Founder

LinkedIn (Pro only)
S

Sergio Moreno

CTO & Co-Founder

LinkedIn (Pro only)
P

Peter Moroni

Growth

J

Jesus David Alberto

Product

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Recent News

Sherpas Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (FinTech)
Company Size
~50 employees (est.)

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Technology Stack

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