Zeplyn
Zeplyn is an AI-native workflow intelligence platform for wealth management firms, offering Agent Nexus, automated meeting notes, CRM sync, and practice analytics. It serves RIAs, Broker Dealers, and Private Wealth Banks with integrated compliance and security capabilities.
- Company typePrivate
- Founded2022
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Zeplyn does
Zeplyn (legally DeepInsights AI Inc.) is a New York-based AI-native workflow intelligence platform purpose-built for wealth management firms, founded in 2022 by former Google engineers Era Jain (CEO) and Divam Jain (CTO). The company offers an integrated product suite anchored by Agent Nexus — a context-aware research and execution engine — alongside Meeting Assistant (real-time structured note generation), Client Intelligence (automated meeting prep and recaps), Agentic Workflows (CRM and task automation), Client Engagement (personalized communication drafting), and Practice Intelligence (firm-level analytics). The platform processes multimodal inputs (audio, documents, CRM records, custodial data, emails) in real time, discards audio immediately, applies Zero Data Retention agreements with AI providers, and is SOC 2 Type II certified, GDPR/CCPA compliant — features designed to meet the compliance and security requirements of regulated wealth management buyers.
The platform integrates natively with the dominant wealthtech stack including Salesforce, Wealthbox, Redtail, HubSpot, Addepar, AdvisorEngine, SS&C, Practifi, XLR8, Bento Engine, and major communication tools (Gmail, Outlook, Teams, Zoom, Webex, Google Meet). Zeplyn monetizes via annual SaaS subscriptions with custom enterprise pricing, reporting 6-figure contract values and targeting RIAs, Broker Dealers, and Private Wealth Banks through an enterprise field sales motion augmented by inside sales and industry event participation. Named customers include Sequoia Financial Group ($32B AUM, 430 employees, 20 states) plus a mix of mid-market wealth management firms. The company raised a $3 million seed round led by Leo Capital in November 2024, secured follow-on capital from 7BC Venture Capital in December 2025, and is led by a team of approximately 20-50 with board advisors including former Merrill Lynch and LPL executive Kabir Sethi.
Zeplyn firmographics
Firmographics- Name
- Zeplyn
- Legal name
- DeepInsights AI Inc.
- Website
- https://zeplyn.ai
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Zeplyn is an AI-native workflow intelligence platform for wealth management firms, offering Agent Nexus, automated meeting notes, CRM sync, and practice analytics. It serves RIAs, Broker Dealers, and Private Wealth Banks with integrated compliance and security capabilities.
- Ownership category
- akta.pro rank
Zeplyn industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Software Publishers (5132)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Zeplyn is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Zeplyn business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: AI-native SaaS platform for wealth management with subscription-based pricing model. Enterprise deals with 6+ figure contract values mentioned in job postings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels5 records
Zeplyn product offering
Product offeringCore offering
Zeplyn sells an agentic AI workflow intelligence platform for wealth management firms that captures client meetings, generates structured notes and compliance documentation, syncs data to CRM and financial planning tools, drafts personalized follow-up communications, and surfaces firm-level analytics. The platform's anchor product is Agent Nexus, a context-aware research and execution engine that unifies meeting transcripts, CRM records, emails, custodial feeds, and documents into a single intelligent layer for financial advisors. Pricing is delivered as a custom enterprise SaaS subscription with annual contracts.
Product overview
Zeplyn is an AI-native workflow intelligence platform for wealth management firms offering a unified platform with multiple integrated modules. The core platform centers on Agent Nexus (context-aware research and execution engine) combined with Meeting Assistant, Client Intelligence, Agentic Workflows, Client Engagement, and Practice Intelligence modules. Additional capabilities include Advisor Hub (meeting lifecycle management), Custom Meeting Intelligence, Compliance Checklists, Life Event Opportunities, 'Tell Me More' research feature, and 'Ask Zeplyn' conversational workspace. The platform integrates natively with major CRM systems (Salesforce, Wealthbox, Redtail, HubSpot), communication tools (Gmail, Outlook, Teams, Zoom, Webex, Google Meets), and wealth management platforms (SS&C, Addepar, AdvisorEngine, Practifi, Bento Engine) to capture meeting intelligence, automate workflows, and provide firm-wide insights.
Differentiator
Problem solved
Functional benefit
Products and services
- Zeplyn Agent Nexus Context-aware research and execution engine that unifies meeting notes, CRM data, email, custodial feeds, and documents into a single intelligent layer, enabling wealth managers to ask multi-step questions, prepare meetings, draft responses, and identify opportunities.
- Zeplyn AI Assistant (Initial Launch) Initial AI assistant for financial advisors designed to streamline wealth management workflows by automating administrative tasks, saving advisor time, and ensuring compliance.
- Practice Management Suite Expanded practice management suite for wealth management firms including Advisor Hub, Advanced Meeting Prep, Custom Meeting Intelligence, Compliance Checklists, Life Event Opportunities, Tell Me More, and a Practice Intelligence dashboard that surfaces growth opportunities and firm-wide performance patterns.
Quantifiable outcome
- 12+ hours saved per advisor per week
- +7 more outcomes
Companies that use Zeplyn
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles3 records
Zeplyn technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
AI capability10 records
Feature9 records
Zeplyn partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- SalesforcecoreIntegration partnership with Salesforce CRM. Zeplyn syncs meeting notes, action items, and client intelligence directly to Salesforce records.
- WealthboxcoreIntegration partnership with Wealthbox CRM. Automated CRM updates and task management through Wealthbox.
- RedtailcoreIntegration with Redtail CRM for wealth management firms. Automatic client data sync and task delegation.
- Microsoft TeamscoreMicrosoft Teams integration for meeting capture and collaboration within wealth management firms.
- ZoomcoreZoom integration for virtual meeting note-taking and intelligence capture.
- Google CalendarcoreGoogle Calendar integration for meeting scheduling and agenda preparation.
- AdvisorEnginecoreIntegration with AdvisorEngine wealth management platform for comprehensive client intelligence and workflow automation.
- AddeparcoreIntegration with Addepar for portfolio intelligence and wealth data aggregation.
- Bento EnginecoreIntegration with Bento Engine for life event opportunities. Bento Engine sends actionable content to advisors when life events are identified in client meetings.
- Founders Arena / WealthTech CombineminorParticipated in Founders Arena WealthTech Combine accelerator program in October 2024, presenting alongside Agent IQ, LemonadeLXP, Mammoth Technology, Practice Intel, and Quinn.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
Zeplyn competitors and assessment
Company assessmentBroad incumbents
- Wealthbox: CRM platform purpose-built for financial advisors and wealth management firms. Comparable as a core system of record that Zeplyn integrates with and that competes for the same advisor's productivity budget.
- AdvisorEngine: Wealth management technology platform offering CRM, portfolio management, and client portals to RIAs and broker-dealers. Comparable as an enterprise wealthtech platform and an explicit Zeplyn integration partner, with overlap in advisor workflow enablement.
- Salesforce Financial Services Cloud: Enterprise CRM tailored for wealth and asset management, now augmented with Einstein AI capabilities. Comparable as the dominant enterprise platform that Zeplyn integrates with and competes against for AI-driven advisor automation budgets.
- Redtail Technology: Long-standing CRM and workflow platform for financial advisors. Comparable as a system-of-record that Zeplyn integrates with and as a competing surface for advisor productivity and client engagement features.
- Practifi: CRM and practice management platform for financial advisors and wealth management firms. Comparable buyer base, workflow focus, and integration partnership with Zeplyn; competes for the same enterprise productivity wallet share.
Direct peers
- Zocks: AI meeting assistant purpose-built for financial advisors that captures client conversations and syncs structured notes into CRM workflows. Closest direct competitor to Zeplyn's Meeting Assistant and Client Intelligence modules.
- Jump: AI-powered meeting, CRM, and marketing platform for financial advisors and agents. Directly comparable in target buyer (RIAs, broker-dealers), workflow automation focus, and CRM-sync value proposition.
- TIFIN: AI platform company building applied-AI products for wealth and asset management firms. Comparable as an AI-native, wealth-focused platform with multiple product offerings targeting advisor productivity and engagement.
Emerging players
- Holistiplan: AI-driven financial planning tool used by financial advisors to extract tax and planning insights from client documents. Comparable vertical (wealth management) and AI-driven advisor productivity use case, with overlap in document analysis workflows.
- RightCapital: Financial planning software for advisors that ingests client documents and produces plans and analyses. Comparable as a vertical AI tool for advisor productivity and as an integration-adjacent workflow partner for wealth management firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Zeplyn social profiles
Digital presenceZeplyn compliance and trust
Trust signalCompliance3 records
Zeplyn financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zeplyn leadership team
Management profileNumber of profiles
Profiles10 records
Zeplyn funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zeplyn M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Zeplyn
What does Zeplyn do?
Zeplyn sells an agentic AI workflow intelligence platform for wealth management firms that captures client meetings, generates structured notes and compliance documentation, syncs data to CRM and financial planning tools, drafts personalized follow-up communications, and surfaces firm-level analytics. The platform's anchor product is Agent Nexus, a context-aware research and execution engine that unifies meeting transcripts, CRM records, emails, custodial feeds, and documents into a single intelligent layer for financial advisors. Pricing is delivered as a custom enterprise SaaS subscription with annual contracts.
Is Zeplyn a public or private company?
Zeplyn is a private company. It is classified as venture growth investor backed and is currently operating.
When was Zeplyn founded?
Zeplyn was founded in 2022. It employs 11 to 50 people.
Where is Zeplyn based?
Zeplyn is headquartered in New York, United States, in the North America region.
How does Zeplyn make money?
One revenue line is on record: saaS Subscription.
Who are Zeplyn's main competitors?
Broad incumbents on record are Wealthbox, AdvisorEngine, Salesforce Financial Services Cloud, Redtail Technology and Practifi. Direct peers are Zocks, Jump and TIFIN. Emerging players are Holistiplan and RightCapital.
Does Zeplyn have an API?
Yes. Zeplyn uses Open API architecture to connect critical tools and in-house systems into a single intelligent layer that gets work done. The API enables integrations with wealthtech stack tools for data synchronization.
What industry is Zeplyn in?
Zeplyn's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 5132.