Zeplyn
Category: AI in Fintech
Zeplyn is an AI platform designed to streamline wealth management workflows by automating tasks such as meeting preparation, note-taking, and client follow-ups. Zeplyn was founded in 2023. The company is led by Era Jain. Based in New York City. Team size: 11-50. Total funding raised: $5.6 million. Latest round: $3 million seed funding round led by Leo Capital, with participation from Converge and angel investors.. Key investors include Leo Capital, Converge, 7BC Venture Capital, The Founders Arena, angel investors.
- Founded
- 2023
- Headquarters
- New York City
- Team size
- 11-50
- Total funding
- $5.6 million
Value proposition
Reduces administrative tasks by over 90%, saving advisors 10-12 hours per week, allowing them to focus on client relationships.
Products and solutions
Zeplyn Meeting Assistant, Zeplyn Agent Nexus (launched December 2025), Advisor Coaching (launched July 2026), Zeplyn Agent Studio (launched September 2026), Zeplyn MCP Server (launched September 2026)
Unique value
Zeplyn's AI-native approach to wealth management automates unstructured conversational data into accurate notes, ensuring compliance and efficiency.
Target customer
Financial advisors and wealth management firms
Industries served
Wealth management and financial advisory services
Technology advantage
The ability to process unstructured data from meetings into actionable insights while maintaining compliance standards.
How they differentiate
Zeplyn's focus on automating meeting workflows and ensuring compliance sets it apart.
Main competitors
Other AI-based wealth management platforms, Manual note-taking and traditional CRM systems
Key partnerships
Integrations with platforms like Salesforce, Redtail, and Wealthbox
Notable customers
Sequoia Financial Group, Niku, PAX Financial Group
Major milestones
Successfully integrated with major CRM systems Recognized for its AI-driven workflow optimization in wealth management
Growth metrics
Not publicly disclosed
Market positioning
Zeplyn positions itself as a leader in AI-driven wealth management workflow optimization.
Geographic focus
Primarily focused on the U.S. market, given its New York City location.
Patents and IP
Not publicly disclosed
About Era Jain
Era Jain is the CEO and Co-founder of Zeplyn, an AI platform for financial advisors. She has a background in software engineering, with nearly a decade of experience at Google, where she worked on foundational AI technologies for Search, Virtual Assistant, and Speech Recognition. She holds an MBA from Harvard Business School and a Master's and Bachelor's degree in Computer Science and Engineering from the Indian Institute of Technology Kanpur.
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Official website: https://www.zeplyn.ai