Sherpas key facts
- Developer of a wealth management software designed for both advisors and clients.
- It has raised $3.8M; the latest was Seed Round ($3.8M) in Feb 2026.
- Notable investors include 1248 Holdings, AUA Capital Management, GoHub Ventures, Mission (Spain).
- Status: Privately Held (backing).
Who backs Sherpas
4- ·Watch Sherpas: the Monday email on marks, rounds and moves
Sherpas funding rounds
No funding rounds for Sherpas are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Sherpas investors
4 investors are on record for Sherpas, including 1248 Holdings, AUA Capital Management, GoHub Ventures and Mission (Spain).
About Sherpas
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.
- Sector
- Financial Services
- HQ
- Wilmington, DE, United States
- Founded
- 2022
- Employees
- 10
- Website
- sherpaswealth.com/
- Ownership
- Privately Held (backing)
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Sherpas doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.