Sherpas
PrivateLast Round
Seed
Feb 1, 2026
Total Funding Raised
$3.2M
Company Overview
Sherpas is a financial software company that provides a generative finance platform for wealth management to automate data extraction, financial planning, and investment proposals for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Vertical SaaS, NLP & Conversational AI, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sherpas Comps
Public and private peers based on sector, stage, and business model.
Sherpas Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 1, 2026 | ||||
| Seed | Jun 11, 2024 |
Key People
Founding team and executive leadership
Sherpas Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| 1248 Holdings | Seed |
| AUA Private Equity Partners | Seed |
| GoHub Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 23, 2026
Steve Lockshin, founder of Vanilla and AdvicePeriod, joins the board.
- Feb 1, 2026
$3.2M raised in Seed round.
Sherpas Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Sherpas's valuation, stock price, and market status.
