Sherpas, an AI-native platform for financial advisors, announced its public launch after operating in stealth. Founded by fintech leaders from LPL Financial and AllFunds, Sherpas is building the infrastructure layer for modern hybrid financial advice—where AI handles the heavy lifting, and human advisors bring the trust and expertise.
The platform automates the most time-consuming parts of the advisory workflow—turning financial data into personalized planning recommendations in minutes instead of hours. This allows advisors to scale advice delivery without sacrificing personalization or client connection.
“Advisors know what needs to be done—they just don’t have the time,” said Borja Edo, CEO and co-founder of Sherpas. “Sherpas takes care of the heavy lifting so they can focus on trust, relationships, and growth.”
“Time is our advisors’ most limited resource,” said Todd Resnick, CEO of OneSeven Advisors. “Sherpas helps them spend it where it matters most—with prospects and clients.”
Not another calculator. A fully written financial plan — in minutes.
Sherpas uses AI to automate the entire planning workflow—analyzing financial data, surfacing insights, and generating personalized proposals in real time.
- Data extraction from PDFs, forms, and documents — no manual entry
- Diagnostics that surface planning needs in clear, client-facing language
- Proposals tailored to each prospect’s goals, advisor’s planning philosophy and model portfolios — ready to send, present, or fine-tune
This automation cuts up to 80% of the work it takes to convert a prospect into a client—unlocking the ability to serve more households, including those that were previously too time- or cost-intensive to support.
“Sherpas helps me uncover opportunities in seconds—making it viable to serve the mass-affluent market without sacrificing time for my core clients,” said Rob Wolfe, advisor at Apollon Wealth Management.
Scaling Advisor Growth
Sherpas is already being adopted by RIAs and advisory consultants across the country—ranging from fast-growing independents to networks targeting $100M+ in new AUM. Early partners include firms like AlphaScale, a New Jersey-based growth consultancy helping advisors streamline operations and accelerate client acquisition strategies.
By automating planning workflows, Sherpas allows firms to reduce analysis time, increase consistency across teams, and deliver more personalized advice at scale.
“Financial advisors have been juggling complex systems just to win business. Sherpas gives them a single, streamlined way to deliver consistent, customized advice,” said Chris Cook, founder of Obsydian AI.
Built by experts in advice + fintech
Sherpas was founded by:
- Borja Edo, former Head of Innovation Labs at LPL Financial, where he led planning and growth initiatives for 20,000+ advisors
- Francisco Micó, co-founder of Finametrix, acquired by AllFunds, Europe’s largest fund distribution network
- Sergio Moreno is an open-source author behind frameworks used by Google, Facebook, Airbnb, and Pinterest, with over 10M downloads per week. He’s also an engineering book author and expert in resilient infrastructures and edge technologies
Sherpas is currently onboarding RIAs, asset managers, and wealth-tech providers through its early access program. In 2025, the company plans to expand integrations with CRMs, custodians, and lead-generation platforms—accelerating adoption across the advisory ecosystem.
