Zeplyn Raises $3M in Seed Funding to Scale AI Assistant for Financial Advisors
Zeplyn is designed to assist financial advisors by automating and streamlining administrative tasks associated with client meetings.
Company Name: Zeplyn
Location: New York City, NY
Sector: Fintech, AI, Financial Advisory
Funding Details:
Zeplyn, an AI-powered assistant platform for financial advisors, announced a $3 million seed funding round led by Leo Capital, with additional investment from Converge and angel investors.
Purpose of Funding:
The new capital will support Zeplyn’s plans to expand its operations and further develop its AI solutions, improving integration and functionality for financial advisors.
Leadership: Founded by CEO Era Jain and CTO Divam Jain.
About Zeplyn:
Zeplyn is designed to assist financial advisors by automating and streamlining administrative tasks associated with client meetings. The platform-agnostic solution can be used across both virtual and in-person meetings, as well as for voice dictations, providing flexibility in various client interaction scenarios.
Key Product:
Zeplyn’s primary offering, the Zeplyn Meeting Assistant, helps advisors by automating:
- Meeting preparation
- Note-taking during meetings
- Client follow-ups
- Task and workflow management
- CRM updates
Integration Capabilities:
Zeplyn integrates seamlessly with widely-used CRMs, including Salesforce, Redtail, and Wealthbox, allowing it to plug into the existing technology stack used by wealth advisors. The platform’s compatibility with advisor-specific tools enhances productivity and allows advisors to focus more on client relationships and strategic planning.