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Sherpas · Miami, US

Sherpas

$4M$3M roundSeed

Fundamentalsi

Latest valuationNot disclosed
Credibility rating5/5
Revenue / run rateNot disclosed
StageSeed
Latest roundSeed · $3M
Total funding$4M
Team sizeTeam size not disclosed
LocationMiami, US
IndustryFintech
Source records1

Ownership data

Cap table not disclosed

Sherpas does not include shareholding history in the normalized startup source files.

Financial performance

All Financials
Source snapshot
REVENUE (USD)Not disclosed Not disclosed
FUNDING (USD)$4M Seed · $3M
Insufficient history

Historical revenue and profit series are not present in the source files for this private company.

REVENUE GROWTHVALUE

1Y (TTM)Not disclosed

3Y CAGRNot disclosed

PROFIT GROWTHVALUE

1Y (TTM)Not disclosed

3Y CAGRNot disclosed

About

Sherpas is an AI-native infrastructure platform for wealth management firms, serving as an operating layer for financial advice. The platform automates data intake, runs financial diagnostics and scenario modeling, and generates personalized proposals, reducing advisory workflows from hours to minutes. Targets RIAs, advisory consultants, credit unions, and community banks.

This profile is normalized from the startup source files. Exact historical financials are shown only when present in the dataset.

CEO/MDBorja EdoFounded in2022StatusStartup profile
Source metrics Explore dashboard

Sources

FundBat public company profilecompany, website, country, location, industry, founders, funding, valuation, employee_range

Angel Investors and Venture Capital (1)

InvestorTypeSignal
Founder / employee ownershipBootstrappedNot disclosed in source records

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