Sherpas Demo

Name: Sherpas Demo
Uploaded: 2024-06-10T11:01:54.769Z
Description: Sherpas is a generative finance platform for wealth management to optimize operations, personalize advice at scale, and autopilot client engagement.

21 May 2024|Finovate

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PREVIEW

Borja EdoFounder & CEO at Sherpas

Borja Edo is the Founder and CEO of Sherpas and was previously the Head of Innovation at LPL. Edo incubated their current Planning & Advice unit. Edo has 10+ years of experience at strategy and new services in tech and finance.

Peter MoroniHead of Sales at Sherpas

As Head of Sales, Peter Moroni is responsible for all distribution efforts at the firm. Before Sherpas, he led sales at Seeds, Vise, and Russell Investments.

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Sherpas is a generative finance platform for wealth management to optimize operations, personalize advice at scale, and autopilot client engagement.

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