Tech Company Financing Transactions
Sherpas Wealth Funding Round
On 2/23/2026, Sherpas Wealth secured $3.2 million in Seed funding from 1248 Holdings, AUA Capital Management and GoHub.
Transaction Overview
Company Name
Announced On
2/23/2026
Transaction Type
Venture Equity
Amount
$3,200,000
Round
Seed
Investors
Proceeds Purpose
The company intends to use the funds to deepen its decision frameworks across retirement, tax, investment, and risk planning, while expanding integrations with enterprise systems used by advisory practices nationwide.
Company Information
Company Status
Private & Independent
Industry
Infrastructure
Mailing Address
1007 North Orange Street
Wilmington, DE 19801
USA
Wilmington, DE 19801
USA
Phone
Undisclosed
Website
Email Address
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
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Borja Edo
Chief Operating Officer
Francisco Micó
Chief Technical Officer
Sergio Moreno
VP - Bus. Development
Peter Moroni
VP - Product Management
Jesus Alberto
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We do our best to record every notable VC transaction. VC transactions reported here are derived from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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