Sherpas, a San Francisco, CA–based AI-native infrastructure platform for wealth management firms, has raised $3.2 million in Seed funding.
Investors
The round was led by 1248, with major participation from AUA Private Equity Capital and GoHub Ventures, alongside strategic investors and advisory firms across the wealth management industry.
1248 Holdings is the private investment firm and family office of Marty Bicknell, CEO and founder of Mariner Wealth Advisors. Based in Leawood, Kansas, the firm manages the Bicknell family's diverse portfolio, which spans real estate, direct operating companies, and a significant concentration in WealthTech.
Sherpas Use of Funds
The funding will be used to deepen its AI-driven decision frameworks across retirement, tax, investment, and risk planning, while expanding integrations with enterprise advisory systems nationwide.
About Sherpas
Led by CEO Borja Edo, Sherpas is a fintech infrastructure company building an AI-native operating layer for financial advisory firms. Its platform automates the analytical foundation of financial advice, from client intake and scenario modeling to recommendation drafting. By standardizing how financial advice is analyzed, structured, and delivered, Sherpas enables advisory organizations to provide consistent, explainable, and scalable decision-making across clients and teams.
Funding Details
Company: Sherpas Wealth, Inc.
Raised: $3.2M
Round: Seed
Funding Date: February 2026
Lead Investor: 1248
Additional Investors: AUA Private Equity Capital, GoHub Ventures
Company Website: https://sherpaswealth.com/
Software Category: WealthTech / AI Financial Advisory Infrastructure
Source: https://www.businesswire.com/news/home/20260223822968/en/