Sherpas

We are building the future workforce for financial advisors, an AI-powered team that scales.

[Sherpas @sherpaswealth]

Sherpas has raised $3.2M seed round to scale the AI operating layer for wealth management. Led by 1248 — @MartyBicknell 's family office. @OpenAdvisor joining our board. @AUACapital and @GoHubVentures . Here's what we're building and why it matters now
🧵

[Sherpas @sherpaswealth]

The advisor capacity gap is real.
The opportunity for wealth management firms is using AI to help advisors serve more clients with a better experience while freeing teams to focus on relationships and growth.
@investmentnews
https://t.co/K5n1pf8XZ0

[Sherpas @sherpaswealth]

The Sherpas team is at @FutureProof_HQ Citywide in Miami Beach.
If you see Peter or @borjaedo around the event, stop them or send us a DM — they’d be happy to share what we’re rolling out at Sherpas.

[Sherpas @sherpaswealth]

We’re entering a new decade defined by an intelligent, digital workforce.

Not just software — autonomous systems that execute, learn, and compound impact.

Sherpas is building this new force for RIAs.

[Martin Varsavsky @martinvars]

We are entering the "Agentic Era" of AI, and most companies are vastly unprepared.

Eric Schmidt is right: the next massive value creation won't come from just chat interfaces, but from autonomous agents that execute end-to-end workflows.

The bottleneck isn't technology anymore; it's organizational courage. Leaders are hesitant to deploy agents that replace human tasks because it feels risky. But the real risk is obsolescence.

If you can build an agent that does legal research, financial modeling, or patient intake better and cheaper than a human, you don't just have a software product. You have a new form of labor. The companies that figure this out first won't just compete, they will operate at a margin structure that traditional firms cannot mathematically match.

[Sherpas @sherpaswealth]

The firms that win the next decade will be the ones that embed AI into their operating layer — not bolt it onto existing processes. That's the infrastructure bet we're making. And we're just getting started. Full announcement →
https://t.co/PrXsQ56kXL

[Sherpas @sherpaswealth]

Sherpas has raised $3.2M seed round to scale the AI operating layer for wealth management. Led by 1248 — @MartyBicknell 's family office. @OpenAdvisor joining our board. @AUACapital and @GoHubVentures . Here's what we're building and why it matters now
🧵

[Sherpas @sherpaswealth]

This capital goes deeper, not wider: → Retirement income frameworks → Tax optimization → Investment analysis → Risk planning at scale The decision engines that define the next era of financial advice.

[Sherpas @sherpaswealth]

We’re hiring in GTM.

Sherpas is looking for a Revenue Operations profile to help build our go-to-market engine and support sales as we scale.

If you want to join the journey of redefining wealth management through AI: let’s talk.

👉 Apply here: https://t.co/Mh9m6v2FgW

[Sherpas @sherpaswealth]

We’re hiring at Sherpas.

We’re looking for an Enterprise Sales Executive (US) to help scale our growth with financial institutions.

If you’re driven by closing real deals, working with a high-impact AI product, and growing inside a company in expansion — this role is for you.

👉 Full role & application in the link.

https://t.co/symcJQXEEs

[Sherpas @sherpaswealth]

We’re also hiring Revenue Operations.

You’ll own the GTM system end-to-end: funnel, CRM, sales materials, and enablement.
Your job is to give sales everything they need to close — cleanly and consistently.
Obsessed with detail. Systems over chaos.

👉 Apply here: https://t.co/yr5XWHSKUa

[Sherpas @sherpaswealth]

We’re hiring at Sherpas.

Looking for an exceptional Operations Specialist to join the Founder’s Office and operate at the core of an AI-first company.

High standards. High ownership. Real execution. https://t.co/apqJNPL5dr

[Sherpas @sherpaswealth]

We just ran our first all-company offsite at Sherpas.
Built, planned, hacked on AI for the future of advice automation.
2026 is going to be fun.

[Sherpas @sherpaswealth]

We weren’t at Advise AI, but we might as well have been.
Growth. Planning. Prospecting.
The same pillars driving the future of advice, and everything we’re building at Sherpas.
AI is reshaping the industry, and we’re proud to be part of what’s next.
https://t.co/V72Y7cA2Sb

[Sherpas @sherpaswealth]

What a day at @FutureProof_HQ

Our CEO Borja Edo took the stage at the AI Demo Drop to show how Sherpas’ 3 AI agents: Intake, Paraplanner & Portfolio Analyst, are already working as digital teammates for advisors.

Watch the demo → https://t.co/ZVJhOQVjkf

[Sherpas @sherpaswealth]

People at @FutureProof_HQ are blown away by our data extraction.

Think your portfolio reports are too messy or complex? Bring them to Booth 524 — we’ll pull the data in seconds.

#FutureProofFestival

[Sherpas @sherpaswealth]

Yesterday was an exciting day at @FutureProof_HQ, thank you to everyone who joined us at the AI Demo Drop and showed such strong interest in Sherpas.

Come see our digital workforce for advisors: Intake, Paraplanner & Portfolio Analyst at Booth 524 or book a 1:1 → https://t.co/TCiBrpA6QP