Introducing Sherpa for your financial future
Spending like a mani-yak? Start trekking toward your financial summit!
Financial wellness takes a village. Sherpa provides you with tools and resources to help you get your financial life on track. With Sherpa, you can budget, track your finances easily, and get to your financial future faster. And, you can try before you buy! Our no hassle trial access means you can try Sherpa for seven days – for free!
Your “future financial you” awaits
Budgeting isn’t easy. And bills don’t stop.
Sometimes hard choices have to be made between meeting immediate needs and getting further into debt. It can feel like taking one step forward and two steps back.
Sherpa can help you on your journey to your “future financial you” with affordable, accessible tools to keep your budget and finances on track.
Get started with Sherpa and move your money, and your future, forward. Getting started is easy and worry-free with our free 7-day trial. See, Sherpa is already saving you money!
Why journey with Sherpa?
See your financial vista in one place
Logging into multiple sites and remembering multiple passwords is a thing of the past. Simply log into one site and see all of your accounts in one place. With Sherpa, it’s that easy.
Wherever you go, Sherpa goes too
Stay up-to-date with your finances anywhere you may roam with our app (coming soon!). Convenient access to Sherpa means better financial decisions. And that means a better financial you!
Peace of mind for
your future
On average, each American adult carries $38,000 in personal debt. Get peace of mind and start freeing yourself from that weight on your journey. Create a budget you can stick to with Sherpa.
Safe and secure
It’s not just the safety and security of your financial future we have in mind. We ensure the security of your sensitive financial data with industry-standard SSL and 256-bit encryption. Also, we never sell your information.
Help on your path
If you have any questions on your financial journey, we’re here to help guide you! Use our live chat support anytime for any questions you have along the way. With Sherpa, you’re never alone on your journey.
Find your sherpa
Coming soon! Sherpa will soon offer access to Financial Advisors within the platform so you can choose a “financial sherpa” to work with. In addition, investment tracking and at-a-glance net worth are coming soon.
Move forward while giving back
We believe in corporate responsibility and giving back to make a difference in the world. Sherpa helps you move your money forward while giving a portion of annual profits to select charities, including Kiva and the Snow Leopard Trust. We are proud to help people invest in their futures, as well as help endangered species that cannot help themselves. With Sherpa, you can rest well knowing that you’re making a difference in your own life and in the lives of others!
Our Pricing
Basic
- Manage all accounts in one place
- Manage bills
- Track expenses
- Create custom accounts
- View projected balances
- Live customer support chat
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Premium
- Manage all accounts in one place
- Manage bills
- Track expenses
- Create custom accounts
- View projected balances
- Live customer support chat
- Connect with an advisor
- Track net worth
- Automatically track investments
Get Trekking
Stop spending like a mani-yak and start trekking toward your financial summit!
1 Fill out the form below to stay informed about the latest Sherpa updates
2 Create your account
3 Start budgeting!
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