Sherpa
Financial Software · Chile · 1-10 Employees
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Overview
Headquarters
ChileWebsite
www.sherpawmc.clRevenue
<$5 MillionIndustry
About Sherpa
Sherpa helps independent investment advisors grow their business through a smart, flexible technology platform. We bring together financial professionals who want to work smarter and build stronger client relationships. Our open system gives advisors tools to manage their work, connect with clients, and create successful investment strategies.Explore more
SIC Code 73,737NAICS Code 54,541Show moreSherpa Org Chart
Sherpa Tech Stack
A closer look at the technologies used by Sherpa
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Sherpa helps independent investment advisors grow their business through a smart, flexible technology platform. We bring together financial professionals who want to work smarter and build stronger client relationships. Our open system gives advisors tools to manage their work, connect with clients, and create successful investment strategies.... Read More