We are an AI-native infrastructure platform for wealth management firms. By standardizing how financial advice is analyzed, structured, and delivered, Sherpas enables advisory organizations to provide consistent, explainable, and scalable decision-making across clients and teams.
| Website | https://sherpaswealth.com |
| Employees | 21 (12 on RocketReach) |
| Founded | 2023 |
| Industry | Technology, Information and Internet |
| Keywords | Wealth Management, Financial Planning, Investment Management, Portfolio Management, Financial Technology, Wealthtech, Asset Management, Investment Strategies, Digital Wealth, Algorithmic Trading, Fintech, Financial Services, Robo Advisor, Retirement Planning, Private Wealth, Alternative Investments, Estate Planning, High Net Worth |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, BlackRock, Raymond James, T. Rowe Price, Wealthfront +44 more (view full list) |
Looking for a particular Sherpas employee's phone or email?
Sherpas Questions
Borja Edo is the CEO of Sherpas.
12 people are employed at Sherpas.
Sherpas is based in San Francisco, California.
Top Sherpas Employees
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Borja Edo
Chief Executive Officer at Sherpas
Miami, FL, US21 -
Francisco Micó
Co-Founder at Sherpas
Miami, FL, US41 -
Sergio Moreno Albert
Chief Technology Officer at Sherpas
Valencian Community, Spain1 -
Peter Moroni
Head of Sales at Sherpas
United States31 -
Javier Saiz
Senior Software Engineer at Sherpas
Mislata, ES1 -
Jesus Juan
Software engineer at Sherpas
Mislata, ES1 -
Antonio Iorga
Lead AI Engineer at Sherpas
Valencia, ES1
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