Zeplyn

Corporate information

Company type

Artificial intelligence assistant for financial advisors.

Built by former Google engineers, Zeplyn is an AI platform purpose-built for wealth management firms to streamline advisor workflows, cutting down manual work by more than 90%. Zeplyn is rebuilding wealth management from an AI-native perspective, automating time-consuming admin tasks and creating space for foundational work and relationship-building.‍ Co-Founders Divam Jain and Era Jain met at Google, where they spent a decade building AI before leaving to start Zeplyn. Passionate about the potential of AI to transform workflows and empower professionals, Era and Divam realized that AI could benefit the relationship-driven and largely still manual Wealth Management industry. Zeplyn’s flagship product, Zeplyn Meeting Assistant, streamlines the time-consuming admin tasks of meeting preparation, note-taking, client follow-ups, managing tasks/workflows, and updating CRMs. With Zeplyn, advisors save 10-12 hours per week and invest time where they earn the highest return: building client relationships.