Sherpas
About
The AI Operating Layer for Wealth Management. Sherpas provides an AI operating layer that enables wealth managers to leverage AI across their entire business, utilizing generative AI and large language models to enhance productivity and client engagement.
Competitors & alternatives (6)
Sherpas alternatives 
Key facts
At-a-glance profile data
- Website
- mysherpas.ai
- Headquarters
- New York, New York, United States
- Founded
- 2023
- Total funding
- $3M (Seed)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 23 Feb 2026 | Seed | $3M | - |
Tech stack
Detected on mysherpas.ai, last scanned 14 Oct 2026. Run your own scan
- Compliance
- SOC 2
- Frontend
- jQuery, Bootstrap
- Analytics
- Google Analytics 4
- SEO
- All in One SEO
- CMS / Builders
- WordPress
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Video / media
- Vimeo, YouTube
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Frequently asked
How much funding has Sherpas raised?
Sherpas has raised a total of $3M in funding. The most recent round on record is Seed.