Sherpas Overview

  • Year Founded
  • 2022

Year Founded

  • Status
  • Private

  • Employees
  • 10

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $3.79M

  • Investors
  • 4

Sherpas General Information

Description

Developer of a wealth management software designed for both advisors and clients. The company's cloud-based platform allows advisors to manage client portfolios, including investment analysis, rebalancing, and reporting, and helps advisors comply with regulations and manage risk through features like account monitoring and automated alerts, enabling advisors to communicate effectively with clients through secure messaging, document sharing, and online portals.

Contact Information

Website
www.sherpaswealth.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1007 North Orange Street
  • Wilmington, DE 19801
  • United States
Primary Industry
Other Financial Services
Other Industries
Financial Software
Vertical(s)
SaaS, FinTech
Corporate Office
  • 1007 North Orange Street
  • Wilmington, DE 19801
  • United States

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Sherpas Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Seed Round 17-Feb-2026 $3.79M Completed Generating Revenue
To view Sherpas’s complete valuation and funding history, request access »

Sherpas Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Sherpas Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds
1248 Holdings Family Office Minority
AUA Capital Management Family Office Minority
GoHub Ventures Venture Capital Minority
Mission (Spain) Venture Capital Minority
To view Sherpas’s complete investors history, request access »

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Sherpas FAQs

  • When was Sherpas founded?

    Sherpas was founded in 2022.

  • Where is Sherpas headquartered?

    Sherpas is headquartered in Wilmington, DE.

  • What is the size of Sherpas?

    Sherpas has 10 total employees.

  • What industry is Sherpas in?

    Sherpas’s primary industry is Other Financial Services.

  • Is Sherpas a private or public company?

    Sherpas is a Private company.

  • What is Sherpas’s current revenue?

    The current revenue for Sherpas is .

  • How much funding has Sherpas raised over time?

    Sherpas has raised $3.79M.

  • Who are Sherpas’s investors?

    1248 Holdings, AUA Capital Management, GoHub Ventures, and Mission (Spain) have invested in Sherpas.

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