Sherpas Secures $3.2 Million Seed Round to Scale AI Infrastructure for Wealth Management

Sherpas announced the closing of a $3.2 million seed funding round led by 1248, the family office of Mariner Wealth Advisors founder Marty Bicknell. Other participants included AUA Private Equity Capital and GoHub Ventures along with several strategic investors from the wealth management industry. This capital infusion arrives as advisory firms seek to modernize how financial advice is analyzed and delivered through the adoption of artificial intelligence.

The company provides an AI-native operating layer designed to standardize the analytical foundation of financial advice. Rather than acting as a standalone planning application, the platform automates intake and scenario modeling to produce structured insights in minutes. This approach aims to remove the mechanical burden of manual analysis and fragmented tools that often lead to variability in client recommendations.

As part of the funding, industry innovator Steve Lockshin will join the board of directors to help guide the growth of the infrastructure. The funds will be used to deepen decision frameworks across retirement and tax planning while expanding integrations with enterprise systems.