FinovateSpring 2024 / Sherpas
Presenter Profile:
How they describe themselves: Sherpas is a generative finance platform for wealth management to optimize operations, personalize advice at scale and put client engagement on autopilot. Go beyond automation to augment and scale your expertise.
How they describe their product/innovation: Automated financial planning for prospective clients. Deepen conversations with prospects and showcase your expertise by generating full financial health diagnostics in minutes, straight from data, thanks to Sherpas’ AI-driven planning solution.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Peter Moroni (Head of sales), peter.moroni@sherpaswealth.com
Press: Borja Edo (CEO), borja.edo@sherpaswealth.com, +1 415-539-6273
Website: sherpaswealth.com
LinkedIn: linkedin.com/company/sherpas-wealth
X: @sherpaswealth
HQ: Miami, FL, USA
Founded: January 2023
Product Demoed: Financial Health
Metrics: 11 Headcount
Raising Funding: Seed
Presenters: Borja Edo – Founder & CEO, Sherpas | Peter Moroni – Head of Sales, Sherpas
- Key Executives
Borja Edo (CEO), Peter Moroni (Head of sales), Francisco Micó (COO), Sergio Moreno (CTO)