We don't sell services. We solve problems and build systems.
From discovery to deployment to ongoing growth — Sherpa delivers the infrastructure, intelligence, and automation your business needs to scale.
Sherpa is a technology and growth partner for financial advisors, local businesses, and marketing teams who've outgrown the agency model. Founded by an industry veteran with over 25 years of experience spanning FinTech, turnkey asset management platforms, recordkeeping and administration, and practice management coaching — Sherpa was built from the inside out. We know the systems, the pain points, and the gaps because we've lived on both sides of the table. That experience is now embedded in every tool, workflow, and automation we deliver.
Named for the Roman aqueduct at Segovia, Spain -- freestanding stone, no mortar, functional for 1,900 years. Every engagement starts here. We build the system before we build anything else.
For local businesses and growth-stage companies. Three packages that stack — start where you are, add as you grow.
Every architectural choice optimizes for speed, performance, and competitive advantage. Purpose-built infrastructure that outperforms legacy platforms at every level.
Static-first framework for performance and content. Global CDN. Sub-second loads. PageSpeed 95+. Used by Google, Visa, Microsoft.
Blog content generates via AI, pushes through webhook, Astro redeploys on Cloudflare in seconds. No WordPress. No plugins. No caching. Instant publish.
Campaign email on client domain. DKIM authenticated. Tracking pixels, open/click/bounce metrics. Warm-up automation built in.
Multi-model AI architecture for strategy, copy, imagery, and quality control. Every piece of content runs through brand voice enforcement and hallucination checks before it reaches your audience.
Proprietary AI skills orchestrating the full discovery-to-deployment workflow. Competitive audits, market recon, brand systems, and site scaffolding — delivered in a single session, under two hours.
Automated prospecting that scans public web presences, classifies businesses, and generates personalized outreach. Every lead arrives enriched with context your team can act on immediately.
SEC filings, 401(k) plan data across 883,625 plans, custodial feeds, and firm performance metrics — unified into a single intelligence layer. Powers the RIA Dashboard, 401(k) Plan Intelligence, and the Valuator in real time.
Modular platform built on a single codebase. CRM, planning, compliance, marketing, and operations — all connected through shared data and a unified API layer. Integrates with custodians, CRMs, and the tools advisors already use.
End-to-end seminar lifecycle in one system — invitation design, registration capture, email sequencing, attendee tracking, presentation delivery, and post-event follow-up. Every touchpoint automated. Every attendee accounted for.
Most firms run on fragmented tools, manual workflows, and vendors who disappear after the invoice clears. We built the alternative.
| The Old Way | Sherpa | |
|---|---|---|
| Discovery | Skip it. Template the site. Start billing. | Full Segovia Engine — positioning, competitive recon, and brand strategy before a line of code. |
| Platform | WordPress templates. Squarespace. Webflow. Plugins on top of plugins. | Astro on Cloudflare CDN. Static-first, sub-second loads, PageSpeed 95+. No plugins. No bloat. |
| Content | Manual everything. Maybe one blog post a quarter. No social strategy. | Agentic content pipeline — auto-published blog posts, social distribution across four channels, email campaigns. Systems run on autopilot. |
| Data & Intelligence | No data layer. Decisions based on gut feel or a spreadsheet someone forgot to update. | SEC filings, 401(k) plan data across 883K+ plans, custodial feeds, and firm analytics — live, searchable, and integrated. |
| Tech Stack | CRM here. Email there. Planning tool somewhere else. Nothing talks to anything. | Sherpa O/S — CRM, planning, compliance, marketing, pipeline, and operations in a single platform with a unified API. |
| Events | Eventbrite for registration. Mailchimp for follow-up. Canva for signage. A spreadsheet to track it all. | Sherpa Seminar System — invitations, registration, email sequences, presentations, signage, and follow-up in one workflow. |
| Reporting | Opaque. Can't tell what's organic vs. paid. Monthly PDF that nobody reads. | Transparent reporting by tier — traffic, rankings, email metrics, ad spend, and conversion tracking. Delivered weekly. |
| Custom Builds | Out of scope. "We just do websites." | Client portals, financial calculators, reporting dashboards, compliance workflows — if you can describe it, we can build it. |
| Speed | 4-8 weeks for a basic site. Sometimes months. | Discovery to deployed site in under two hours. Production-ready in a day. |
| Cost Efficiency | High labor. Hosting fees. Plugin licenses. Overhead stacks fast. | Zero-cost hosting. Sub-penny email delivery. Infrastructure built to scale without scaling costs. |
Purpose-built tools for independent and breakaway financial advisors. Marketing that sounds like you, intelligence that gives you an edge, and technology that scales with your practice.
Most financial practices are paying for tools they don't use, running workflows nobody designed, and calling it a tech stack. The Stack Autopsy is a full forensic review of every platform, integration, and subscription in your operation — what's working, what's redundant, what's costing you money for nothing. No vendor affiliations. No upsell. Just a verdict. The findings become the foundation for everything Sherpa builds next.
A deep-dive analysis across nine SEO categories — technical crawlability, indexation strategy, on-page optimization, content quality and E-E-A-T signals, performance, authority, GEO/AI visibility, and search presence. Every page scored. Every issue ranked by severity with root cause analysis and a prioritized remediation roadmap. Built specifically for YMYL financial sites where Google applies its strictest scrutiny. You'll know exactly what's broken, why it's broken, and what to fix first.
Know what your advisory firm is actually worth — not a guess, not a multiple on revenue, but a living valuation built from the metrics that matter. The Valuator connects directly to your tech stack — CRM, custodian, planning tools, billing — and synthesizes AUM growth, client retention, fee structure, and operational efficiency into a real-time picture of firm value. Solo practice or enterprise RIA, the math scales to fit. Updated continuously so you always know where you stand and what moves the number.
SEC-sourced advisor data powering firm analytics, AUM tracking, competitive intelligence, and prospecting. Built for distribution hubs, broker-dealers, and wholesalers who need real-time visibility into the advisor landscape.
Benchmarking and diagnostics across 883,625 retirement plans nationwide. Fee comparisons, fund lineup analysis, plan health scoring, and provider market share — all searchable by plan size, geography, or advisor. The toolkit retirement advisors need to walk into every prospect meeting with leverage.
Not generic AI content. Every advisor gets a custom persona document that captures your voice, philosophy, client base, and differentiators. The engine then generates compliant blog posts, newsletters, social content, and drip campaigns that sound like you — not a robot. Plugs into your existing stack or runs standalone.
Automated sequences on your domain with full tracking — open rates, click-throughs, bounce metrics, and warm-up automation built in. Replaces Mailchimp, Constant Contact, or any other email service — at a fraction of the cost.
Dedicated landing pages paired with multi-step email sequences that do the follow-up for you. Lead capture, automated nurture, drip cadence, and conversion tracking — all running on your domain. Every prospect gets the right message at the right stage without anyone on your team touching a button. Feeds directly into the Content Engine so your pipeline never goes quiet.
Stop stitching together six tools to run one event. The Seminar System handles the entire lifecycle from a single platform — branded invitations, registration capture, automated confirmations, email sequences before and after, presentation deck, and event signage. Follow-up doesn't fall through the cracks because there is no gap between steps. Every attendee is tracked from open to RSVP to seat to follow-up. One login. One workflow. One system that turns a seminar into a pipeline.
Every tool above lives inside a single operating system built for advisory firms. Stop paying for nine platforms that don't talk to each other. Sherpa O/S replaces the stack.
Every client relationship in one place — contact records, household mapping, interaction history, and task management. No more toggling between systems to remember where a conversation left off.
Portfolio views, allocation summaries, and performance reporting pulled from custodial data. Give clients the transparency they expect without logging into three different portals.
Financial planning workflows built into the same system where your client data already lives. Retirement projections, goal tracking, and scenario modeling — no exports, no imports, no broken links between tools.
Workflow automation, document management, audit trails, and compliance tracking in one view. Every action is logged. Every document is versioned. Every review cycle is on schedule — not in someone's inbox.
The Content Engine, Email Campaign Engine, and Lead Gen Automator — unified inside the O/S. Create, distribute, and track every piece of marketing from the same dashboard where you manage clients.
Visual pipeline from first touch to signed agreement. Every lead, every stage, every follow-up in one view. Know exactly where your next client is coming from and what it takes to close them.
Revenue tracking, fee billing, capacity planning, and team performance. Run the business side of your practice with the same clarity you bring to client portfolios.
CE tracking, onboarding workflows for new team members, and a knowledge base that grows with your firm. Training and professional development without another login.
Sherpa O/S is scoped and delivered as a complete engagement. Licensed with annual renewal so your platform evolves as your practice grows.
Different industries, different buyers, different language — but the same infrastructure underneath. Each vertical gets its own Segovia discovery flow, content strategy, and pipeline template tailored to how your market actually buys.
Infrastructure-first. Built for the teams that are expected to produce agency-level output without agency-level headcount. A turnkey system that lets a team of three deliver like a department of thirty.
Project-photo-heavy. Seasonal campaigns (pool season, winter HVAC, storm damage). Before/after galleries. CTA: "Get a Free Quote."
Authority-first. Provider bios and credentials. Patient education blog. HIPAA-conscious imagery. CTA: "Book an Appointment."
Trust and authority. Thought leadership blog. Credential and case-study-driven. CTA: "Schedule a Consultation."
Every engagement begins with Segovia Discovery. Tell us where you are and where you want to go — we'll build the system to get you there.
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