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Zeplyn

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Zeplyn is the agentic AI assistant financial advisors use to capture meeting notes, surface actionable client insights, and power workflows. Founded by two former Google engineers, Zeplyn is rebuilding the wealth management experience from an AI-native perspective, freeing advisors to invest their time where they'll earn the highest return: building relationships and scaling their firm. With Zeplyn, wealth management firms gain greater insights and opportunities from every client conversation, unlocking a superior way for them to grow their advisory firm and serve their clients. Through the company's flagship product, Zeplyn Meeting Assistant, wealth managers can streamline workflows and reduce manual work associated with client engagements by more than 90%. Advisors who use Zeplyn save 10+ hours a week on meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, and updating the CRM while also fulfilling compliance requirements. Zeplyn does this by using AI to capture real-time, structured meeting notes and action items during phone, virtual, or in-person client interactions. It then auto-documents key client financial details, investment goals, life events, personal preferences, and more into the CRM and powers additional workflows, such as composing personalized email recaps, equipping client service teams with prioritized next steps, and surfacing client trends and insights to empower firms to optimize practice management.

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