Manifesto

The Problem

Wealth management is at a breaking point.

Demand for financial advice is rising, but the traditional model can’t keep up. Advisors are drowning in inefficiency—too much manual work, too little time, and outdated processes that make scaling impossible. 

Clients expect more — faster, hyper-personalized service, continuous engagement, and holistic planning—but firms are stuck trying to meet these demands with workflows that haven’t evolved in decades. 

Advisors weren’t meant to spend their time buried in data collection, modeling, paperwork, and follow-ups instead of strategy, relationships, and growth. The industry is bottlenecked, not because advisors lack expertise, but because their time is spent on the wrong work. 

Meanwhile, AI is already transforming industries. Leading RIAs are scaling faster, closing more clients, and optimizing their businesses with AI. The firms that win won’t have more advisors — they’ll have better AI.

At Sherpas, we believe in freeing advisor’s time with an unstoppable AI workforce that eliminates tedious work so advisors can focus on what they do best:

  • Building trust

  • Providing guidance

  • Creating financial impact at scale

Sherpas: the AI Operating System for financial advice

Sherpas isn’t just another tool, it’s an AI-powered extension of your team—an intelligence layer that handles manual work while you focus on high-impact decisions.
The old model is slow, expensive, and unsustainable. The new model is advisor-led, AI-powered, and built to scale.

  • Financial planning — done automatically, before you even think about it.

  • AI-powered client insights — delivered in real time, so advisors stay ahead, not behind.

  • Operationally efficient — so you scale faster with less effort.

This isn’t AI replacing advisors.  This is AI augmenting advisors.

AI efficiency, human judgement

  • No more busywork. AI does the heavy lifting so you can focus on strategy, relationships, and growth.

  • We deliver work, not software. Sherpas isn’t a better UI—it’s financial work done for you.

  • Scales with you. Pay for what you use, with no unnecessary overhead.

  • Your AI team, always under your control. Virtual analysts that execute, but you lead.

  • AI built on your principles. Like a trusted apprentice, it gets smarter over time.

  • Flexible for any practice. Flexible enough for any firm, from solo practitioners to billion-dollar teams.