Sherpas Wealth

sherpaswealth.com

Sherpas Wealth is a generative AI platform designed for wealth management firms to optimize operations and scale financial advisory services. The solution automates data extraction, financial planning, and investment analysis through specialized AI agents, enabling advisors to reduce administrative workload by up to 95%. This allows firms to deliver personalized, goal-aligned client proposals at scale while maintaining high-touch engagement.

LLM mention score The LLM mention score is the total number of mentions of this brand in different LLM chatbots, normalized to the scale from 0 to 100. You can get actual, non-normalized numbers via the LLM Mention API from DataForSEO.

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count. 

How to get LLM mention data →
// Fetch Sherpas Wealth mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "Sherpas Wealth",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]