Wealth management loves to talk about the climb. Growth curves. AUM summits. Client journeys. But anyone who has actually built inside an advisory firm knows the real mountain is not performance. It...
Wealth management loves to talk about the climb. Growth curves. AUM summits. Client journeys. But anyone who has actually built inside an advisory firm knows the real mountain is not performance. It is process. Intake forms that multiply. Scenario models that take days. Recommendations stitched together like a late night group project.
Sherpas has raised $3.2M in Seed funding led by 1248, the family office of Mariner Wealth Advisors Founder and CEO Marty Bicknell. AUA Private Equity Capital and GoHub Ventures joined the round, alongside strategic investors and advisory firms across the wealth management industry. The announcement is datelined Kansas City, Missouri. Capital from the heartland backing infrastructure for a nationwide advisory base.
Congratulations to Borja Edo, CEO and co-founder, and Francisco Micó, co-founder, for building an AI native operating layer that treats advice like architecture, not improvisation. Borja Edo is not new to this altitude. As former Head of Innovation Labs at LPL Financial, Borja Edo led planning and growth initiatives supporting more than 20,000 advisors. Francisco Micó co-founded Finametrix, which was acquired by AllFunds, Europe’s largest fund distribution network. When you have seen the plumbing of advice at scale, you stop romanticizing spreadsheets.
Sherpas standardizes how financial advice is analyzed, structured, and delivered. From investor intake through scenario modeling and recommendation drafting, the platform automates the analytical burden and produces structured, explainable insights in minutes instead of days. Retirement. Tax. Investment. Risk. Not buzzwords. Decision frameworks that talk to each other instead of fighting for screen space.
The company has undergone extensive enterprise evaluation across large advisory organizations, deployed inside real world workflows under compliance and operations oversight. That is not a demo day flex. That is infrastructure earning its place in the stack.
Every engagement strengthens the platform’s understanding of how advisors refine and apply recommendations. Institutional knowledge compounds. The guide learns the mountain while the advisor keeps the client.
Steve Lockshin, Founder of Vanilla and AdvicePeriod, joins the Board of Directors. When operators who have shaped modern advisory tech lean in, it says something about where the puck is headed.
The Seed capital will deepen decision frameworks across retirement, tax, investment, and risk planning, and expand integrations with enterprise systems used by advisory practices nationwide. The focus is precise: modernize planning and growth infrastructure without adding headcount or operational drag.
Wealth management is facing rising client expectations and growing planning complexity. The firms that win will not just climb higher. They will climb with systems that make intelligence repeatable, explainable, and scalable.