Zeplyn has raised $3M in seed funding! We are on a mission to rebuild the wealth management experience from an AI-native perspective. This funding, led by Leo Capital with participation from Converge VC and angel investors, will accelerate our progress. We are so excited about what this next chapter holds for us and our customers!
Zeplyn
Software Development
New York, New York 1,231 followers
The AI assistant financial advisors use to create more value from every client engagement.
About us
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.
- Website
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https://www.zeplyn.ai
External link for Zeplyn
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Get directions
New York, New York, US
Employees at Zeplyn
Updates
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Setting your firm up to meet tomorrow's regulatory demands could also set you up to discover today's untapped opportunities. See what we mean by this → https://lnkd.in/g9RkmQEi
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Hello from #TheAISummit New York! We're having a great time meeting you all and are looking forward to connecting with more of you tomorrow. Be sure to stop by booth #421 to say hi and to get set up with your FREE trial of Zeplyn! 🤘
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"Financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. Zeplyn, founded by former Google engineers with expertise in AI and speech recognition, has emerged to tackle this industry-wide problem." Catch the full AlleyWatch article, where our CEO Era Jain shares the details about our recent funding and our upcoming plans, here → https://lnkd.in/gG9VT799
Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI Assistant
https://www.alleywatch.com
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Zeplyn reposted this
What a fantastic week it has been hosting The Founders Arena's Cohort III in New York! We are so grateful to everyone who came out to support our Founders and dive into the exciting innovations shaping the future of #WealthTech. A huge thank you to our incredible sponsors—your support makes these opportunities a reality. #WealthTech #Innovation #Community Abby Mead Russell M. Parker, CIMA® Frank Vallario Jay Morrison Van Johnson III, CFA® Christina Viglietta, CFA Krista Carr Meg Sinclair Sarah Frauen Greg Woolf
⭐ A Week to Remember in New York with Our Fall 2024 Cohort ⭐ We’re incredibly grateful to Republic Capital Group, our sponsor, for including us in their CEO Luncheon at the Rainbow Room, where our founders had the opportunity to pitch their solutions to a room full of industry leaders. This experience set the tone for an inspiring week in New York! 📍 Highlights: 1️⃣ Rainbow Room: Against the iconic backdrop of Rockefeller Center, our founders captivated the audience with their innovative ideas during the luncheon hosted by Republic Capital Group. 2️⃣ WealthTech Innovation Showcase: Hosted at Rise, created by Barclays, we gathered advisors, wealth management firms, investors, and entrepreneurs to explore the future of WealthTech and spark meaningful collaborations. The week was filled with opportunities to build connections, foster innovation, and drive progress in wealth management. 📸 Swipe through for snapshots of the journey—from Rockefeller Center to the vibrant fintech hub at Rise, created by Barclays. A heartfelt thank you to our partners, participants, and audience for supporting these remarkable founders! LemonadeLXP Zeplyn Mammoth Technology Quinn Practice Intel Agent IQ Pamela Cytron #Innovation #WealthManagement #Startups #WealthTech #NYC #TheFoundersArena #FuelingFounders #Entrepreneurship #Fintech #FutureOfFinance #StartupCommunity #TechInnovation #InvestorInsights #StartupJourney #CohortSpotlight
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ACCURACY IS KEY Especially when it comes to AI-produced meeting notes that feed and streamline financial advisor workflows. This is where Zeplyn shines ✨ → Get the full scoop on how we differ from other AI solutions in the market in this new Kitces.com article: https://lnkd.in/gxT9hpK6
Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)
https://www.kitces.com
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"Zeplyn gets it. It’s built with financial professionals in mind, with the compliance standards to back it up." — Nicole Casperson, Fintech Is Femme And that's not all. Get the rest of Nicole's take on the rising fintech market trends and opportunities here → https://lnkd.in/gkJrimZQ
🤑 10 out of 10
fintechisfemme.beehiiv.com
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Zeplyn reposted this
It's true. We're solving for a gap in the RIA space by using AI to make operational tasks more efficient. You can read all about it in Alec Rich's latest Citywire RIA article. 📰 https://lnkd.in/gNAzg_XD
AI meeting management business for RIAs raises $3m
citywire.com