Zeplyn
Agentic AI platform for wealth firms covering meeting notes, client profiles and follow-up.
zeplyn.aiZeplyn records client interactions, drafts meeting notes, builds client profiles, prepares for meetings and flags possible opportunities. The company says its system coordinates more than 50 specialized agents and serves RIAs and larger wealth firms.
Zeplyn is based in New York and announced a $3 million seed round led by Leo Capital in November 2024. The corporate name in its website footer is DeepInsights AI Inc.
What it does
- Meeting notes
- Meeting prep
- Client profiles
- Onboarding
- Document analysis
- Opportunity identification
Works with
Custodians
- Charles Schwab
Integrations
As listed by Zeplyn.
Coverage
- AI operating system race heats up as Nevis raises $70 million
InvestmentNews, Oct 29
- Tandems makes Hamilton AI assistant generally available
Financial ADVSR, Oct 27
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