
The first AI Growth Platform for financial advisors
Automate financial data extraction, diagnostics, and investment planning, so you can scale smarter, not harder
TRUSTED BY

The first AI Growth Platform for financial advisors
Automate financial data extraction, diagnostics, and investment planning, so you can scale smarter, not harder
TRUSTED BY

The first AI Growth Platform for financial advisors
Automate financial data extraction, diagnostics, and investment planning, so you can scale smarter, not harder
TRUSTED BY

The first AI Growth Platform for financial advisors
Automate financial data extraction, diagnostics, and investment planning, so you can scale smarter, not harder
TRUSTED BY
Work smarter, scale faster with Sherpas
Sherpas AI streamlines data extraction, financial analysis and automates proposals to help you grow

INTAKE
Data Extraction AI Agent
Extracts and structures client data from any document. Instantly.


INTAKE
Data Extraction AI Agent
Extracts and structures client data from any document. Instantly.


INTAKE
Data Extraction AI Agent
Extracts and structures client data from any document. Instantly.


INTAKE
Data Extraction AI Agent
Extracts and structures client data from any document. Instantly.


INTAKE
Data Extraction AI Agent
Extracts and structures client data from any document. Instantly.


INTAKE
Data Extraction AI Agent
Extracts and structures client data from any document. Instantly.


PARAPLANNER
Financial Planning AI Agent
Builds a narrative financial plan with observations, risks and strategies


PARAPLANNER
Financial Planning AI Agent
Builds a narrative financial plan with observations, risks and strategies


PARAPLANNER
Financial Planning AI Agent
Builds a narrative financial plan with observations, risks and strategies


PARAPLANNER
Financial Planning AI Agent
Builds a narrative financial plan with observations, risks and strategies


PARAPLANNER
Financial Planning AI Agent
Builds a narrative financial plan with observations, risks and strategies


PARAPLANNER
Financial Planning AI Agent
Builds a narrative financial plan with observations, risks and strategies

PORTFOLIO ANALYST
Investment Analysis AI Agent
Generates investment proposals tied to time horizon, goals, and risk


PORTFOLIO ANALYST
Investment Analysis AI Agent
Generates investment proposals tied to time horizon, goals, and risk


PORTFOLIO ANALYST
Investment Analysis AI Agent
Generates investment proposals tied to time horizon, goals, and risk


PORTFOLIO ANALYST
Investment Analysis AI Agent
Generates investment proposals tied to time horizon, goals, and risk


PORTFOLIO ANALYST
Investment Analysis AI Agent
Generates investment proposals tied to time horizon, goals, and risk


PORTFOLIO ANALYST
Investment Analysis AI Agent
Generates investment proposals tied
to time horizon, goals, and risk

Main features
Main features
Meet your Sherpas, your AI-powered team
Meet your Sherpas, your AI-powered team
Meet your Sherpas, your AI-powered team
Meet your Sherpas, your AI-powered team



INTAKE

INTAKE
Drop in any document.
Get clean, structured financial data.
Understands and parses any financial document
Understands and parses any financial document
Understands and parses any financial document
Understands and parses any financial document
Understands and parses any financial document
Understands and parses any financial document
Extracts key data automatically
Extracts key data automatically
Extracts key data automatically
Extracts key data automatically
Extracts key data automatically
Extracts key data automatically
Integrates seamlessly into the workflow
Integrates seamlessly into the workflow
Integrates seamlessly into the workflow
Integrates seamlessly into the workflow
Integrates seamlessly into the workflow
Integrates seamlessly into the workflow

PARAPLANNER

PARAPLANNER
Generate a real financial plan and
narrative, straight from data, in minutes.
Delivers a real plan, instantly
Delivers a real plan, instantly
Delivers a real plan, instantly
Delivers a real plan, instantly
Delivers a real plan, instantly
Delivers a real plan, instantly
Communicates like a real advisor
Communicates like a real advisor
Communicates like a real advisor
Communicates like a real advisor
Communicates like a real advisor
Communicates like a real advisor
Learns your voice
Learns your voice
Learns your voice
Learns your voice
Learns your voice
Learns your voice





PORTFOLIO ANALYST

PORTFOLIO ANALYST
Turn investment data into personalized
proposals. Aligned with client goals, not
just returns and risk profiles.
Build goal-aligned proposals
Build goal-aligned proposals
Build goal-aligned proposals
Build goal-aligned proposals
Build goal-aligned proposals
Build goal-aligned proposals
Use your firm’s model portfolios and strategy
Use your firm’s model portfolios and strategy
Use your firm’s model portfolios and strategy
Use your firm’s model portfolios and strategy
Use your firm’s model portfolios and strategy
Use your firm’s model portfolios and strategy
Explains the ‘why’ in plain English
Explains the ‘why’ in plain English
Explains the ‘why’ in plain English
Explains the ‘why’ in plain English
Explains the ‘why’ in plain English
Explains the ‘why’ in plain English
Why us
Why us
What used to take 8 hours now takes 20 minutes
What used to take 8 hours now takes 20 minutes
What used to take 8 hours now takes 20 minutes
What used to take 8 hours now takes 20 minutes
Sherpas reduces time-to-advice by 95%, freeing advisors to focus on relationships. Not math. Not paperwork.
Sherpas reduces time-to-advice by 95%, freeing advisors to focus on relationships. Not math. Not paperwork.
Sherpas reduces time-to-advice by 95%, freeing advisors to focus on relationships. Not math. Not paperwork.
Sherpas reduces time-to-advice by 95%, freeing advisors to focus on relationships. Not math. Not paperwork.
Before Sherpas
Manual, fragmented, time-consuming
1
Collect documents manually
2
Re-enter data into planning tools
3
Copy/paste across CRMs, PDFs, Excel
4
Interpret and analyze each case by hand
5
Write insights and proposals from scratch
6
Wait days/weeks to send something back to the client
Total time:
8-10 hours
/per client
Before Sherpas
Manual, fragmented, time-consuming
1
Collect documents manually
2
Re-enter data into planning tools
3
Copy/paste across CRMs, PDFs, Excel
4
Interpret and analyze each case by hand
5
Write insights and proposals from scratch
6
Wait days/weeks to send something back to the client
Total time:
8-10 hours
/per client
Before Sherpas
Manual, fragmented, time-consuming
1
Collect documents manually
2
Re-enter data into planning tools
3
Copy/paste across CRMs, PDFs, Excel
4
Interpret and analyze each case by hand
5
Write insights and proposals from scratch
6
Wait days/weeks to send something back to the client
Total time:
8-10 hours
/per client
Before Sherpas
Manual, fragmented, time-consuming
1
Collect documents manually
2
Re-enter data into planning tools
3
Copy/paste across CRMs, PDFs, Excel
4
Interpret and analyze each case by hand
5
Write insights and proposals from scratch
6
Wait days/weeks to send something back to the client
Total time:
8-10 hours
/per client
Before Sherpas
Manual, fragmented, time-consuming
1
Collect documents manually
2
Re-enter data into planning tools
3
Copy/paste across CRMs, PDFs, Excel
4
Interpret and analyze each case by hand
5
Write insights and proposals from scratch
6
Wait days/weeks to send something back to the client
Total time:
8-10 hours
/per client
Before Sherpas
Manual, fragmented, time-consuming
1
Collect documents manually
2
Re-enter data into planning tools
3
Copy/paste across CRMs, PDFs, Excel
4
Interpret and analyze each case by hand
5
Write insights and proposals from scratch
6
Wait days/weeks to send something back to the client
Total time:
8-10 hours
/per client
With Sherpas
Automated, streamlined, personalized
1
AI agent parses, extracts and consolidates data instantly
2
Insights and planning strategies generated in seconds
3
Proposals tailored to client goals and advisor preferences
4
Client-ready PDF and digital experience in under 20 min
Total time:
20 min
/per client
With Sherpas
Automated, streamlined, personalized
1
AI agent parses, extracts and consolidates data instantly
2
Insights and planning strategies generated in seconds
3
Proposals tailored to client goals and advisor preferences
4
Client-ready PDF and digital experience in under 20 min
Total time:
20 min
/per client
With Sherpas
Automated, streamlined, personalized
1
AI agent parses, extracts and consolidates data instantly
2
Insights and planning strategies generated in seconds
3
Proposals tailored to client goals and advisor preferences
4
Client-ready PDF and digital experience in under 20 min
Total time:
20 min
/per client
With Sherpas
Automated, streamlined, personalized
1
AI agent parses, extracts and consolidates data instantly
2
Insights and planning strategies generated in seconds
3
Proposals tailored to client goals and advisor preferences
4
Client-ready PDF and digital experience in under 20 min
Total time:
20 min
/per client
With Sherpas
Automated, streamlined, personalized
1
AI agent parses, extracts and consolidates data instantly
2
Insights and planning strategies generated in seconds
3
Proposals tailored to client goals and advisor preferences
4
Client-ready PDF and digital experience in under 20 min
Total time:
20 min
/per client
Before Sherpas
Manual, fragmented, time-consuming
1
AI agent parses, extracts and consolidates data instantly
2
Insights and planning strategies generated in seconds
3
Proposals tailored to client goals and advisor preferences
4
Client-ready PDF and digital experience in under 20 min
Total time:
8-10 hours
/per client