Sherpas is building the AI operating layer for wealth management, the infrastructure that sits beneath advisory firms and standardizes how financial advice is produced. In most firms, the quality and consistency of advice depends heavily on the individual advisor: how they analyze a client's situation, structure recommendations, and document the reasoning. That variability creates risk, limits scale, and makes it hard for firms to deliver a uniform standard of care across teams and clients. Sherpas aims to encode advisory best practices into structured, explainable decision frameworks that any advisor in the firm can apply.
The platform spans the core domains of financial planning, retirement, tax, investment, and risk planning, and emphasizes that its outputs are explainable and consistent rather than opaque. This matters in wealth management, where recommendations must be defensible, suitable, and aligned with a client's circumstances. By standardizing how advice is analyzed and delivered, Sherpas helps advisory organizations scale their decision-making without diluting quality or compliance.
Sherpas was founded by fintech leaders from LPL Financial and AllFunds, with Borja Edo serving as co-founder and CEO, giving the team direct experience inside the platforms and distribution channels that power the advisory industry. That insider perspective shapes a product built to integrate with the enterprise systems advisory practices already use.
The company raised a $3.2 million seed round led by 1248, the family office of Mariner Wealth Advisors founder and CEO Marty Bicknell, with significant participation from AUA Private Equity Capital, GoHub Ventures, and strategic investors from across the wealth management industry. Steve Lockshin, founder of Vanilla and AdvicePeriod and a long-standing industry innovator, joined the board. The backing of established wealth-management figures gives Sherpas both credibility and a path into advisory firms. With the new capital, the company plans to deepen its decision frameworks and expand integrations with the enterprise systems advisory practices rely on nationwide.