Zeplyn

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Built by two former Google engineers, Zeplyn is the AI assistant for financial advisors that streamlines workflows. It automates the time-consuming admin tasks of meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, and updating your CRM. With Zeplyn, you’re free to invest your time where you’ll earn the highest return: building relationships and scaling your firm.

Company Details

Employees
21
Founded
-
Address
New York, New York, Us
Industry
Software Development
NAICS
Software Publishers
Keywords
category.
HQ
New York, New York
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News

Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding - wealthmanagement.com

Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding wealthmanagement.com

Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board - InvestmentNews

Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board InvestmentNews

Wealth-tech Zeplyn lands $3m seed investment - Private Banker International

Wealth-tech Zeplyn lands $3m seed investment Private Banker International

Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI Assistant - AlleyWatch

Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI Assistant AlleyWatch

Zeplyn Raises $3 Million in Seed Round - The SaaS News

Zeplyn Raises $3 Million in Seed Round The SaaS News

Zeplyn raises $3M for its AI assistant for financial advisors - financial-planning.com

Zeplyn raises $3M for its AI assistant for financial advisors financial-planning.com

Jump, Zeplyn, and Zocks Now Integrated with AdvisorEngine - wealthmanagement.com

Jump, Zeplyn, and Zocks Now Integrated with AdvisorEngine wealthmanagement.com

Zeplyn lands $3m to enhance advisor efficiency with AI-driven platform - FinTech Global

Zeplyn lands $3m to enhance advisor efficiency with AI-driven platform FinTech Global

SaaS startup Zeplyn raises $3 million from Leo Capital, others - The Economic Times

SaaS startup Zeplyn raises $3 million from Leo Capital, others The Economic Times

Kabir Sethi Joins Board Of AI Startup Zeplyn - wealthmanagement.com

Kabir Sethi Joins Board Of AI Startup Zeplyn wealthmanagement.com

AI startup Zeplyn secures $3m seed - Tech in Asia

AI startup Zeplyn secures $3m seed Tech in Asia

ICYMI fintech funding round-up: Tako, Zeplyn, Tranched, and more - FinTech Futures

ICYMI fintech funding round-up: Tako, Zeplyn, Tranched, and more FinTech Futures

Ex-Google engineers secure $3M seed funding for AI wealth tech venture - InvestmentNews

Ex-Google engineers secure $3M seed funding for AI wealth tech venture InvestmentNews

Leo Capital leads $3 Mn round in Zeplyn - Entrackr

Leo Capital leads $3 Mn round in Zeplyn Entrackr

Startup news and updates: Daily roundup (November 13, 2024) - YourStory.com

Startup news and updates: Daily roundup (November 13, 2024) YourStory.com

The WealthStack Podcast: Zeplyn's Era Jain on AI and Human Connections - wealthmanagement.com

The WealthStack Podcast: Zeplyn's Era Jain on AI and Human Connections wealthmanagement.com

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