Sherpas

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Sherpas

The AI Operating Layer for Wealth Management

2023Active
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About

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.

Technology stack

detected 2026-07-01
CDN
Cloudflare
EmailGoogle Workspace
Stack
jQueryBootstrapWordPress
Analytics
Google Analytics 4
SEO
All in One SEO
Video
VimeoYouTube
Compliance
SOC 2
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Frequently asked

What does Sherpas do?

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.

How much funding has Sherpas raised?

Sherpas has raised a total of $3M in funding. The most recent round on record is Seed.

Where is Sherpas headquartered?

Sherpas is headquartered in New York, New York, United States.

When was Sherpas founded?

Sherpas was founded in 2023.

What industry does Sherpas operate in?

Sherpas operates in Wealth Management, Artificial Intelligence, Fintech, Financial Services, WealthTech.

What is Sherpas's valuation?

StartupHub estimates Sherpas's effective valuation at $12.4M (range $8.0M to $19.2M, 21% confidence), based on comparable companies in the sector.