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Sherpas
AI agents that extract client data from documents and draft financial plans and investment proposals for advisors
Venture-backedsherpaswealth.comNot yet confirmed by the company
What it does
Sherpas, from Sherpas Wealth, Inc., is an AI platform for financial advisors and advisory firms that want to cut the time between receiving a prospect's paperwork and delivering a plan or proposal. It is sold by demo to advisors and to larger advisory organizations.
The product is organized as three agents. Intake reads statements and other financial documents and turns them into structured client data. Paraplanner produces a narrative financial plan with observations, risks and suggested strategies, and can be tuned to the advisor's own voice. Portfolio Analyst analyzes a household's holdings across accounts, compares them to the firm's own model portfolios and drafts goal-based investment proposals, delivered as a PDF or a digital client experience.
The company came out of stealth in April 2025. In February 2026 it raised a $3.2 million seed round led by 1248, the family office of Mariner Wealth Advisors founder Marty Bicknell, with AUA Capital Management and GoHub Ventures; Steve Lockshin joined its board.
Best for
- Serves
- RIAs
Features
- Document data extraction
- AI-drafted narrative financial plans
- Multi-account portfolio analysis
- Comparison to firm model portfolios
- Goal-based investment proposals
- Client-ready PDF output
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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