Zeplyn

Zeplyn company information, Employees & Contact Information

Updated June 2026

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Zeplyn is a Software Development company and founded in 2022. It has approximately 21 employees on record. Contact data was last refreshed in June 2026. Find Zeplyn's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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
2022
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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