Zephyr
- Company typePrivate
- Founded1976
- HeadquartersWhite Plains, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingSoftware
Zephyr firmographics
Firmographics- Name
- Zephyr
- Website
- https://informaconnect.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Ownership category
- akta.pro rank
Zephyr industry classification
Industry- Product category
- Financial Advisor Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Zephyr is headquartered
LocationHeadquarters
- HQ city
- White Plains
- HQ country
- United States
- HQ region
- North America
Markets served
Zephyr business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales
Zephyr product offering
Product offeringCore offering
Zephyr provides a web-based solution designed for financial advisors to demonstrate client acquisition performance and generate customized reports. The platform supports wealth and asset management professionals in prospect engagement and reporting workflows.
Differentiator
Problem solved
Functional benefit
Products and services
- Zephyr Advisor Platform Web-based solution that helps financial advisors demonstrate client acquisition and create customized reports for wealth and asset management professional use.
Companies that use Zephyr
Customer profileIdeal customer profiles1 record
Zephyr technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Zephyr partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- FundForum (Informa Connect)minorZephyr is listed as a Data Partner for FundForum, the largest asset and wealth management event organized by Informa Connect. As a Data Partner, Zephyr participates in the event sponsorship ecosystem alongside other data partners, sponsors, and exhibitors at this premier wealth and asset management conference.
Recent moves1 record
Expansion highlights2 records
Zephyr competitors and assessment
Company assessmentDirect peers
- Black Diamond (SS&C Advent): Black Diamond is an advisor-focused portfolio reporting and rebalancing platform; like Zephyr, it centers on customized advisor reporting and client-facing communications, serving the same RIA buyer.
- Tamarac (Envestnet): Tamarac delivers portfolio rebalancing, reporting, and CRM tools specifically built for RIAs; it is a direct competitor in the customized-reporting and advisor-client-communication category where Zephyr operates.
- Orion Advisor Technology: Orion provides portfolio accounting, performance reporting, and CRM tools to RIAs and wealth advisors — the same customer base and reporting workflows Zephyr targets, making it a directly comparable advisor technology platform.
- Addepar: Addepar provides portfolio analytics and customized reporting software to RIAs and family offices, directly competing with Zephyr in the customized-reporting workflow for financial advisors.
Broad incumbents
- Envestnet: Envestnet is a broad incumbent in wealth management technology, offering advisor-centric reporting, analytics, and portfolio management tools that overlap directly with Zephyr's client-acquisition and customized-reporting value proposition.
- Morningstar Advisor Workstation: Morningstar's Advisor Workstation provides investment research, analytics, and customized reporting for financial advisors — a broader incumbent that competes with Zephyr in advisor-facing analytics and reporting.
Emerging players
- Advyzon: Advyzon offers an integrated CRM, portfolio reporting, and client portal stack for RIAs — overlapping with Zephyr's reporting and advisor-client workflows while targeting smaller and emerging advisory firms.
- Riskalyze: Riskalyze delivers risk-tolerance analytics and client-acquisition tools for financial advisors, directly overlapping with Zephyr's client-acquisition demonstration use case.
- AdvisorEngine: AdvisorEngine provides a CRM-plus-portfolio-management platform for RIAs, with reporting and client-engagement capabilities that intersect with Zephyr's core workflows.
- FMG Suite (Trizone Holdings): FMG Suite focuses on marketing automation, client acquisition content, and customizable websites/emails for financial advisors — overlapping with Zephyr's client-acquisition demonstration positioning.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights5 records
Customer concentration
Zephyr financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zephyr leadership team
Management profileNumber of profiles
Zephyr funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zephyr 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 Zephyr
What does Zephyr do?
Zephyr provides a web-based solution designed for financial advisors to demonstrate client acquisition performance and generate customized reports. The platform supports wealth and asset management professionals in prospect engagement and reporting workflows.
Is Zephyr a public or private company?
Zephyr is a private company. It is classified as corporate owned and is currently operating.
When was Zephyr founded?
Zephyr was founded in 1976. It employs 501 to 1,000 people.
Where is Zephyr based?
Zephyr is headquartered in White Plains, United States, in the North America region.
Who are Zephyr's main competitors?
Direct peers on record are Black Diamond (SS&C Advent), Tamarac (Envestnet), Orion Advisor Technology and Addepar. Broad incumbents are Envestnet and Morningstar Advisor Workstation. Emerging players are Advyzon, Riskalyze, AdvisorEngine and FMG Suite (Trizone Holdings).
Does Zephyr have an API?
No public API is recorded for Zephyr.
What industry is Zephyr in?
Zephyr's product category is Financial Advisor Software. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 541511 and its SIC code is 6282.