Financial advisors are stuck in an outdated model—too much manual work, too little time, and workflows that don’t scale. Clients expect faster, hyper-personalized advice, but firms are still buried in data collection, modeling, and paperwork instead of strategy and growth.
The firms that win won’t have more advisors—they’ll have better AI.
Sherpas is the AI Operating System for financial advice—an intelligence layer that automates financial diagnostics, investment analysis, and data extraction.
AI-powered financial planning—done before you even think about it.
Client insights in real-time—so advisors stay ahead, not behind.
Operations on autopilot—so firms scale faster with less effort.
AI efficiency, human judgment. Sherpas does the work, but advisors stay in control—focusing on relationships, trust, and the decisions that matter most.
CEO & Co-Founder
COO & Co-Founder
Growth
Product
