Alternatives to Sherpas
The top Wealth Management companies similar to Sherpas, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
Nutmeg47FintechUnited Kingdom$69.3M
Focus Financial Partners36FintechNew York, United States$35.0M
Finphil30Fintech
Jordan Park Group18FintechSan Francisco, United States
Intuit85Financial ServicesMountain View, United States$8.5B
Corgi Insurance71InsurTechSan Francisco, United States$268.0M- UPUpvest69FintechBerlin, Germany$392.0M
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Wealth.com63FintechNew York, USA$65.0M
9fin63FintechLondon, United Kingdom$170.0M
Gridline62Energy ManagementAtlanta, USA$52.7M
NEVIS62FintechNew York, United States$40.0M
BluePath Finance61Financial ServicesSan Francisco, United States
Addepar61FintechNew York City, United States$412.1M
Performativ60FintechCopenhagen, Denmark$20.2M
Bpifrance60Venture CapitalMaisons-Alfort, France
Lazarus AI60Artificial IntelligenceNew York, USA$63.0M
Fair Isaac Corporation (FICO)60Financial ServicesBozeman, United States
zocks58AI AssistantSan Francisco, United States$128.6M
spektr55Financial ServicesCopenhagen, Denmark$25.4M- SASageSure55InsurTechJersey City, United States$320.0M
K1x55Financial ServicesMorristown, USA$175.0M
Practifi55FintechSydney, Australia$3.0M
Vyzer54FintechTel Aviv, Israel$6.0M
Jumps54FintechSalt Lake City, United States
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
Fuse53Financial ServicesNew York, United States$25.0M
collation.ai51Document / Data ManagementStamford, United States$12.0M
Nof150Artificial IntelligenceWayzata, USA$25.0M
Obin AI50Artificial IntelligenceNew York, United States$7.0M
Marloo50Financial ServicesLondon, United Kingdom$15.4M
Quilter50FintechLondon, United Kingdom$725.0M- BRBravura Solutions49FintechSydney, Australia$28.4M
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M
Viridian Analytics48ESGNew York, United States$1.5M
Destiny XYZ48FintechNew York, United States$5.0M- VIVickii47FintechBerlin, Germany$63.0M
- MOMorningstar47Financial ServicesChicago, USA$63.0M
Finq Finance46FintechTel Aviv, Israel$6.0M
Cleo Capital44Venture CapitalParis, France$3.8M
Aption43Fintech$2.4M- Fiirm43FintechNew York, United States$15.0M
Business First40FintechBaton Rouge, United States$66.0M
Claritus40Fintech
Transient.AI38Financial ServicesNew York, USA
Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0M
RELE.ai33FintechTel Aviv, Israel$1.5M
Advisor.com32FintechNew York, United States$9.0M- COComerica30Financial ServicesDallas, United States
TBC Bank30BankingTbilisi, Georgia$50.7M
Cashmere30FintechLos Angeles, United States$3.6M
Safeshare30FintechTel Aviv, Israel
SS&C Technologies26Automation & RPAWindsor, United States
DealFlowAgent24Financial ServicesLondon, United Kingdom$646K
FNZ23FintechEdinburgh, United Kingdom
Empower22FintechGreenwood Village, United States
Datalign Advisory, .22Fintech
ATLAS Infrastructure19Financial ServicesLondon, United Kingdom- SUSun Life18Financial ServicesToronto, Canada$549.0M
UBS Group10FintechZurich, Switzerland
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| Finphil | Fintech | — | — | 30 |
| Jordan Park Group | Fintech | San Francisco, United States | — | 18 |
| Intuit | Financial Services | Mountain View, United States | $8.5B | 85 |
| Corgi Insurance | InsurTech | San Francisco, United States | $268.0M | 71 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Wealth.com | Fintech | New York, USA | $65.0M | 63 |
| 9fin | Fintech | London, United Kingdom | $170.0M | 63 |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| BluePath Finance | Financial Services | San Francisco, United States | — | 61 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Bpifrance | Venture Capital | Maisons-Alfort, France | — | 60 |
| Lazarus AI | Artificial Intelligence | New York, USA | $63.0M | 60 |
| Fair Isaac Corporation (FICO) | Financial Services | Bozeman, United States | — | 60 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| spektr | Financial Services | Copenhagen, Denmark | $25.4M | 55 |
| SASageSure | InsurTech | Jersey City, United States | $320.0M | 55 |
| K1x | Financial Services | Morristown, USA | $175.0M | 55 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| Vyzer | Fintech | Tel Aviv, Israel | $6.0M | 54 |
| Jumps | Fintech | Salt Lake City, United States | — | 54 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| Fuse | Financial Services | New York, United States | $25.0M | 53 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| Nof1 | Artificial Intelligence | Wayzata, USA | $25.0M | 50 |
| Obin AI | Artificial Intelligence | New York, United States | $7.0M | 50 |
| Marloo | Financial Services | London, United Kingdom | $15.4M | 50 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| BRBravura Solutions | Fintech | Sydney, Australia | $28.4M | 49 |
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| Viridian Analytics | ESG | New York, United States | $1.5M | 48 |
| Destiny XYZ | Fintech | New York, United States | $5.0M | 48 |
| VIVickii | Fintech | Berlin, Germany | $63.0M | 47 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| Finq Finance | Fintech | Tel Aviv, Israel | $6.0M | 46 |
| Cleo Capital | Venture Capital | Paris, France | $3.8M | 44 |
| Aption | Fintech | — | $2.4M | 43 |
| Fintech | New York, United States | $15.0M | 43 | |
| Business First | Fintech | Baton Rouge, United States | $66.0M | 40 |
| Claritus | Fintech | — | — | 40 |
| Transient.AI | Financial Services | New York, USA | — | 38 |
| Cyndeo Wealth Partners | Financial Services | St. Petersburg, USA | $63.0M | 35 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| Advisor.com | Fintech | New York, United States | $9.0M | 32 |
| COComerica | Financial Services | Dallas, United States | — | 30 |
| TBC Bank | Banking | Tbilisi, Georgia | $50.7M | 30 |
| Cashmere | Fintech | Los Angeles, United States | $3.6M | 30 |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 |
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| DealFlowAgent | Financial Services | London, United Kingdom | $646K | 24 |
| FNZ | Fintech | Edinburgh, United Kingdom | — | 23 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| Datalign Advisory, . | Fintech | — | — | 22 |
| ATLAS Infrastructure | Financial Services | London, United Kingdom | — | 19 |
| SUSun Life | Financial Services | Toronto, Canada | $549.0M | 18 |
| UBS Group | Fintech | Zurich, Switzerland | — | 10 |