Just announced. Sherpas raises $3.2M to build the AI operating layer for wealth management

Learn More

Book a demo

Sherpas raises $3.2M to build the AI operating layer for wealth managementSherpas raises $3.2M to build the AI operating layer for wealth management

Learn More

Learn More

Just announced. Sherpas raises $3.2M to build the AI operating layer for wealth management

Learn More

Book a demo

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.

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

Main features

Meet your Sherpas, your AI-powered team

Meet your Sherpas, your AI-powered team

Dashboard

INTAKE

Drop in any document.
Get clean, structured financial data.

  • Understands and parses any financial document

  • Extracts key data automatically

  • Integrates seamlessly into the workflow

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PARAPLANNER

Generate a real financial plan and
narrative, straight from data, in minutes.

  • Delivers a real plan, instantly

  • Communicates like a real advisor

  • Learns your voice

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Dashboard
Dashboard

PORTFOLIO ANALYST

Turn investment data into personalized
proposals. Aligned with client goals, not
just returns and risk profiles.

  • Build goal-aligned proposals

  • Use your firm’s model portfolios and strategy

  • Explains the ‘why’ in plain English

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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

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

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