Key facts
- 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).
- ·The complete investor list — 4 names
- ·Watchlist + deal alerts for Sherpas
- ·The full record, as it builds
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.
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)
Sherpas doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Sherpas shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Sherpas in its N-PORT filings yet. We sweep new filings monthly.