Funded Tech Companies

Sherpas Wealth

Sherpas Wealth is an infrastructure venture, located in Wilmington. Financial backing was provided by AUA Capital Management, private investors and GoHub.

Company Overview

Company Name
Sherpas Wealth
Company Status
Private & Independent
Industry
Infrastructure
Funding Rounds

Contact Information

Mailing Address
1007 North Orange Street
Wilmington, DE 19801
USA
Phone
Undisclosed
Email Address

Company Background Information

Overview
Our Mission: Bring AI to wealth management for smarter, faster decisions; Financial advisors are stuck between scaling their firm and delivering high-value service. We created Sherpas to remove those roadblocks--so advisors can grow without working more hours. AI efficiency, human judgment. Sherpas does the work, but advisors stay in control--focusing on relationships, trust, and the decisions that matter most.
Profile
Sherpas Wealth LinkedIn Company Profile
Social Media
Sherpas Wealth Company Twitter Account
Company News
Sherpas Wealth News
Facebook
Sherpas Wealth on Facebook
YouTube
Sherpas Wealth on YouTube
Last Transaction
2/23/2026

Financing History

Date
Type
Amount
Venture Equity
$3,200,000


Management Team

Title
Name
Email & Social
Chief Executive Officer
Borja Edo
  Borja Edo LinkedIn Profile  Borja Edo Twitter Account  Borja Edo News  Borja Edo on Facebook
Chief Operating Officer
Francisco Micó
  Francisco Micó LinkedIn Profile  Francisco Micó Twitter Account  Francisco Micó News  Francisco Micó on Facebook
Chief Technical Officer
Sergio Moreno
  Sergio Moreno LinkedIn Profile  Sergio Moreno Twitter Account  Sergio Moreno News  Sergio Moreno on Facebook
VP - Bus. Development
Peter Moroni
  Peter Moroni LinkedIn Profile  Peter Moroni Twitter Account  Peter Moroni News  Peter Moroni on Facebook
VP - Product Management
Jesus Alberto
  Jesus Alberto LinkedIn Profile  Jesus Alberto Twitter Account  Jesus Alberto News  Jesus Alberto on Facebook


Company Investors

 

 

 

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