Sherpas

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Sherpas

Sherpas

@sherpaswealth

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

San Francisco, CA Katılım Kasım 2022
378 Takip Edilen144 Takipçiler
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Sherpas
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 🧵
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Sherpas
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.
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Sherpas
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 → sherpaswealth.com/raised-round
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Sherpas
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.
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Sherpas
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 🧵
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Sherpas
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: linkedin.com/jobs/view/4368…
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Sherpas
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. linkedin.com/jobs/view/4370…
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Sherpas
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: linkedin.com/jobs/view/4368…
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Sherpas
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. linkedin.com/jobs/view/4367…
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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.
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Sherpas
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. financial-planning.com/news/how-advis…
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Sherpas
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 → youtube.com/watch?v=hQMgi-…
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Sherpas
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
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Sherpas
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 → calendly.com/peter-moroni-s…
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Sherpas
Sherpas@sherpaswealth·
The day has arrived — #FutureProofFestival kicks off today. Catch Sherpas at the AI Demo Drop: 📍 Ocean Stage 🗓️ Sunday, Sept 7 🕓 4:55 – 5:55 PM PT And stop by Booth 524 (just to the right as you enter) to see our 3 digital workers — Intake, Paraplanner, and Portfolio Analyst — live in action. @FutureProof_HQ
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