Sherpas
PrivateLast Round
Seed
Feb 23, 2026
Total Funding Raised
$3.2M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Sherpas is a fintech company that provides an AI-native generative finance platform for wealth management to automate data extraction, financial planning, and investment analysis for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sherpas Comparables
Compare Sherpas with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ARQA | 85% | |
| Wavvest | 81% | |
| Investipal | 77% |
Sherpas Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 23, 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.
- Oct 1, 2026
Open roles increased to 10, 2.1x the trailing average.
- Sep 25, 2026
Grew 22% QoQ, from 18 to 22 employees.
Sherpas Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Sherpas's valuation, stock price, and market status.
Is Sherpas a public or private company?
Sherpas is a private company.
What is the current stock price of Sherpas?
Sherpas is a private company, so its shares have no public market price. Caplight tracks Sherpas's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Sherpas worth (valuation)?
Valuation information for Sherpas is not publicly available.
Can I buy Sherpas stock?
Sherpas shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Sherpas's last funding round?
Sherpas's most recent funding round was Seed on February 23, 2026.
Who are the main investors in Sherpas?
Key investors in Sherpas include 1248 Holdings.
Will Sherpas IPO soon?
No public IPO plans have been announced for Sherpas.
How can I track Sherpas secondary market activity?
Caplight tracks bids, offers, and trades in Sherpas's shares on secondary markets.