Zeplyn
New York City, US · 6 known investors
Find your way into Zeplyn
333 people in our graph share verified history with the Zeplyn team — schools, employers, funds. One of them is your warm intro.
Mischa Vaughnunlockedknows Divam Jain · together at Carta (overlapped)
×6knows the team · via Carta
×2knows the team · via University of Waterloo
knows the team · via Amity University
×2knows the team · via Verizon Business
Zeplyn offers an agentic AI platform for wealth management firms and RIAs that captures client meetings, generates structured notes, and automates follow-up tasks. The tool supports meeting preparation, practice management, and client interaction workflows for financial advisors.
Founders & leadership
DJ
Divam JaininFounderDivam Jain previously worked at Google on advertising transparency, on-device machine learning for Pixel phones, and human-in-the-loop AI systems. He is now CTO and founder of Zeplyn, an AI platform for financial advisors.
Investors · 6
Funding
SEC filings, press & company announcements$6M disclosed across 2 rounds · 2024
- $3MraisedNov 2024 · 2 sourcesSource ↗
- $3MSeedNov 2024 · 3 sources
Leo Capital (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 5
by search overlapTIFIN7 shared keywordsGive is a technology-first Donor-Advised Fund platform that helps wealth advisors, broker-dealers, and asset managers offer charitable giving solutions to clients. The platform modernizes philanthropy through digital account opening, tax-efficient strategies, and multi-generational giving experiences.
Zeplin6 shared keywordsZeplin is a collaboration platform that helps product teams organize design documentation and connect designs to code. It serves design, product, and development teams working on complex projects.
Trullion4 shared keywordsTrullion provides AI-powered software for internal and external audit teams that automates testing, data extraction, and reconciliation workflows. The platform centralizes audit work, reduces manual errors, and enables real-time collaboration for financial statement validation.
Sequoia Capital company4 shared keywordsSequoia Capital is a venture capital firm that invests in and partners with startup founders, publishing content such as podcasts, articles, and videos on company building and technology trends. It highlights its portfolio companies and helps candidates find jobs at those companies.
Next Matter4 shared keywordsNext Matter is an orchestration platform for regulated financial operations, designed for asset managers, fund administrators, and wealth/wealthtech firms. It enables operations teams to manage capital calls, NAV, investor onboarding, KYC, and reporting using AI, human approvals, and audit trails.
Companies competing with Zeplyn for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Zeplyn do?
- Zeplyn offers an agentic AI platform for wealth management firms and RIAs that captures client meetings, generates structured notes, and automates follow-up tasks. The tool supports meeting preparation, practice management, and client interaction workflows for financial advisors.
- Who founded Zeplyn?
- Zeplyn was founded by Divam Jain.
- Who are Zeplyn's investors?
- Zeplyn's investors include 7BC Venture Capital, Converge, Leo Capital Ventures, Convergence Ventures, Cultivation Capital, Leo Capital.
- How much funding has Zeplyn raised?
- Zeplyn has disclosed $6M raised across 2 rounds.
- Where is Zeplyn headquartered?
- Zeplyn is headquartered in New York City, US.