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Sherpas builds AI tools for financial advisors to process client data and prepare plans.
Sherpas provides AI tools for extracting client information, preparing financial plans, and analyzing investments. Its software is designed for financial advisors and firms. Founded in 2023 in Wilmington, US, it raised USD 3.2 mn in Seed funding in February 2026, led by 1248 Holdings, with AUA Private Equity Partners and GoHub Ventures.
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