Zeplyn

Q: What is Zeplyn's official website?

Zeplyn's official website is www.zeplyn.ai

Q: What is Zeplyn's Revenue?

Zeplyn's revenue is <$5 Million

Q: What industry does Zeplyn belong to?

Zeplyn is in the industry of: Financial Software , Software

Q: What technology does Zeplyn use?

Some of the popular technologies that Zeplyn uses are: reCAPTCHA, HubSpot, Google Tag Manager, Webflow

Q: What does Zeplyn do?

Zeplyn is on a mission to transform the wealth management system by building cutting-edge AI solutions that will unlock unprecedented operational efficiency for financial advisors and their clients.... Read More

Q: Who invested in Zeplyn?

Zeplyn has 2 investors including Leo Capital and Converge.

Q: Is Zeplyn a public company?

Zeplyn is private company therefore does not currently have an official ticker symbol

Financial Software · New York, United States · 11-50 Employees

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Overview

Headquarters

500 W 56th St, New York, New York, 10019...

Website

www.zeplyn.ai

Revenue

<$5 Million

Industry

Financial Software

Software

ZI Rank: 1

Signal Type

Mar

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Aug

ZI Rank

About Zeplyn

Zeplyn is on a mission to transform the wealth management system by building cutting-edge AI solutions that will unlock unprecedented operational efficiency for financial advisors and their clients.Explore more

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Popular SearchesDeepInsights AI IncSIC Code 73,737NAICS Code 54,541Show more

Zeplyn Org Chart

Phone

Nikita Sekhon

Chief of Staff

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Last 7 days

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Activity Insights

Zeplyn is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Zeplyn is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Zeplyn.

Zeplyn financials insights

Gather financial insights about Zeplyn, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2024

Angel/Seed

$3M

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Zeplyn Tech Stack

A closer look at the technologies used by Zeplyn

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Most Recent Scoops

Person-Based

Divam Jain announced new partnerships and integrations with Schwab Advisor Center to automate tasks and save advisors over 12 hours a week.

Partnership

Person-Based

Divam Jain announced an integration with Schwab Advisor Center® that automates tasks for wealth management advisors, potentially saving them over 12 hours per week.

Partnership, Enterprise Software, Software

Person-Based

Era Jain has launched Advisor Coaching, an AI-powered tool for wealth management firms to evaluate and provide feedback on advisor performance.

Product Launch, Software

Event

will have a speaker present for the RIA Edge 2025 conference. The event will occur from October 7th to October 8th, 2025 in Marina del Rey, CA.

Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations

Event

Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy

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