Our Story

ALTO Solutions Group, LLC started as the vision of a father-and-son team, looking to utilize their individual strengths in accounting and business development. Seeking the creation of a premium services company, the two set out on a mission starting in late 2017 to bring strategic, financial, and project management expertise to the business world.

Despite moderate success, they were able to recognize two things: finding work is hard, and people have a hard time handling their finances. Rather than discovering new ways to find themselves clients, they sought the development of an innovative system for advisors and every day users alike.

This is how Sherpa was born.

With Sherpa’s easy-to-use platform, Sherpa Basic users will benefit from seeing all of their bank and credit card accounts in one place and the ability to track, project, and manage account balances and budgets. Sherpa Premium customers will be able to do all of that and more, with advanced features including investment management and net worth tracking. All Sherpa customers will also soon have access to financial advisor assistance through the Sherpa platform, making Sherpa a comprehensive resource for anyone looking to move their money forward.

Additionally with Sherpa, for financial advisors and planners, the problems of finding work and managing finances are addressed and resolved. Financial industry professionals are able to make their practices more accessible, and every day users have access to a great new tool to interact with their personal finances, offering the ability to manage bank balances, maintain a budget, track investments, and monitor their overall financial well-being either by themselves or with professional help from an advisor of their choosing.

Ultimately, every business sets out to change lives. Here at ALTO Solutions Group, we have set out to change the lives of many people at the same time, helping users move their money forward while helping every advisor move their practice forward.