Categories: Artificial IntelligenceBuildingCRMFinTechFirmITManagementTime
Discover Zeplyn Meeting Assistant: Secure Wealth Management AI to streamline advisor workflows, elevate client experience and deliver personalisation at scale.
Investors 1
Funding Rounds 1
| Date | Series | Amount | Investors |
| 06.12.2024 | Seed | $3M | - |
Mentions in press and media 7
| Date | Title | Description |
| 10.12.2025 | Zeplyn Expands Agentic AI Capabilities with Agent Nexus, Enabling Wealth Management Firms to Accelerate Growth through Rapid, Personalized, and Scalable Client Advice | - |
| 09.12.2025 | Zeplyn Expands Agentic AI Capabilities with Agent Nexus, Enabling Wealth Management Firms to Accelerate Growth through Rapid, Personalized, and Scalable Client Advice | Agent Nexus, a new context-aware research and execution engine, turns multi-source data into actionable intelligence, elevating firm-wide performance and driving stronger client satisfaction
NEW YORK, Dec. 9, 2025 /PRNewswire-PRWeb/ -- Zepl... |
| 06.12.2024 | Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI Assistant | In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The statistics paint a clear picture – while ... |
| 22.11.2024 | Zeplyn: AI-Based Financial Advisor Assistant Company Raises $3 Million (Seed) | Zeplyn, an AI assistant for financial advisors, announced a $3 million seed funding round. Led by Leo Capital, with additional investment from Converge and angel investors, the funding will support the company as it rebuilds wealth manageme... |
| 13.11.2024 | Zeplyn Raises $3M in Seed Funding | Zeplyn, a NYC-based AI assistant for financial advisors, announced a $3M seed funding.
The round was led by Leo Capital, with participation from Converge and angel investors
The company intends to use the funds to expand operations and its ... |
| 13.11.2024 | Zeplyn Scores $3M Seed Funding |
NEW YORK, NY, Zeplyn, the AI assistant for financial advisors, announced a $3M seed funding round led by Leo Capital.
>> Click here for more funding data on Zeplyn
>> To export Zeplyn funding data to PDF and Excel, click here
Z... |
| - | Zeplyn | “Discover Zeplyn Meeting Assistant: Secure Wealth Management AI to streamline advisor workflows, elevate client experience and deliver personalisation at scale.” |
Reviews 0
