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Zeplyn AI

New York City, US · 6 known investors

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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

DJDivam Jain
Divam JainFounderDivam 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

Convergelisted by ConvergeCambridge · $500K – $5M

How we know: Converge's portfolio page · funding news · open dataset · 5k.vc investor directory · Not right? Tell us

Leo Capital Ventureslisted by Leo Capital VenturesSingapore

How we know: Leo Capital Ventures's portfolio page · Not right? Tell us

Convergence VenturesreportedJakarta

How we know: a partner's Signal profile · Not right? Tell us

Cultivation CapitalreportedSt. Louis · $100K – $3.5M

How we know: a partner's Signal profile · Not right? Tell us

Leo CapitalreportedSan Francisco

How we know: funding news · marcamoney.com · Not right? Tell us

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.

Related companies · 5

TIFINGive 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.
ZeplinZeplin builds developer tools for React engineers and design system teams, including Omlet, a component analytics tool that shows how and where React components and their props are used. The products help teams update, clean up, and maintain their component libraries.
TrullionTrullion 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 companySequoia 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 MatterNext 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 working in the same space as Zeplyn AI.

In the news

Zeplyn lands $3m to enhance advisor efficiency with AI-driven platformfintech.global · Nov 2024

Frequently asked questions

What does Zeplyn AI 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 AI?
Zeplyn AI was founded by Divam Jain.
Who are Zeplyn AI's investors?
Zeplyn AI's investors include 7BC Venture Capital, Converge, Leo Capital Ventures, Convergence Ventures, Cultivation Capital, Leo Capital.
How much funding has Zeplyn AI raised?
Zeplyn AI has disclosed $6M raised across 2 rounds.
Where is Zeplyn AI headquartered?
Zeplyn AI is headquartered in New York City, US.