Bringing AI to the core of financial services processes can bring dramatic process efficiency (e.g. data management) and improve the quality of advice that advisors give their clients, which makes it a stickier relationship and allows advisors to charge for expanded scope of advice. Sherpas helps advisors keep clients informed and engaged, in a way that still feels like a high-touch relationship, reducing the need for 1-1 meetings.

Headquartered in Miami, FL. Founded in 2022.