Fintech · USA
Zeplyn
About
Zeplyn is an agentic AI assistant built for financial advisors and wealth managers that streamlines workflows by capturing meetings, taking notes, researching clients, identifying opportunities and automating administrative tasks such as meeting prep. Its Meeting Assistant turns unstructured client conversations into accurate, structured notes. The New York-based company raised a $3 million seed round led by Leo Capital in November 2024.
Latest news
Zeplyn lands $3m to enhance advisor efficiency with AI-driven platform
fintech.global2024-11
Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding
wealthmanagement.com2024-11
Zeplyn Raises $3M Seed Funding for AI Assistant to Streamline Wealth Management Workflows
prnewswire.com2024-11
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