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Sherpas
Sherpas is an AI-native SaaS platform that automates data extraction, financial diagnostics, and investment planning for financial advisors and wealth management firms. The platform extracts data…
Sherpas
Sherpas is an AI-native SaaS platform that automates data extraction, financial diagnostics, and investment planning for financial advisors and wealth management firms. The platform extracts data…
TL;DR
What they do: AI-native SaaS for financial advisors that automates data extraction, diagnostics, and investment planning
Founded: 2022
Stage / raise: $3.2M seed announced Feb 23, 2026
Founders / leadership: Borja Edo (CEO), Francisco Micó (COO), Sergio Moreno (CTO)
Headcount (approx.): 16 employees
Company Overview
Problem Domain
Wealth management / financial advisory workflows — data ingestion, financial planning, and client conversion.
Founded
2022
Industry
Finance
Tech Stack
Funding Track Record
3.2M
Participation from AUA Capital Management, GoHub Ventures, and strategic advisory-industry investors
Investor Signal
“Raised seed from a family office and industry investors focused on wealth/advisory”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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