Fundraising Fox

Zeplyn

New York City, US · 4 known investors

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.

AI & Machine LearningFintechSaaS

Founders & leadership

DJ
Divam JainFounder

Investors · 4

7BC Venture CapitalSan Francisco
ConvergeCambridge · $500K – $5M
Leo Capital VenturesSingapore
Leo Capitalreported · 2 sourcesSan Francisco

Funding

SEC filings, press & company announcements

$6M disclosed across 2 rounds · 2024

Source: company announcements and press reports — follow each round's link for the claim.

Competitors · 4

by search overlap
TIFIN7 shared keywordsTIFIN builds AI-driven fintech platforms for wealth management, asset management, and insurance, serving home offices, advisors, and end clients. Its focus areas include agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science for asset managers.
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.
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

Zeplyn Raises $3M Seed Funding For AI Assistant To Streamline Wealth Management Workflows And Improve Client Experience | Financial ITfinancialit.net · Nov 2024Zeplyn lands $3m to enhance advisor efficiency with AI-driven platformfintech.global · Nov 2024AI-powered assistant for financial advisors Zeplyn raises $3 millionindianstartupnews.com · Nov 2024Zeplyn raises $3 million in seed funding round led by Leo Capitalmarcamoney.com · Nov 2024Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Fundingwealthmanagement.com · Nov 2024SaaS startup Zeplyn: SaaS startup Zeplyn raises $3 million from Leo Capital, others - The Economic Timeseconomictimes.indiatimes.com · Nov 2024

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, 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.