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Zephyr

Full company profile

uuid003hb5o

Namestring
Zephyr
Websiteurl
informaconnect.com
Company typeenum
Private
Founded yearint
1976
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersWhite Plains, United States
HQ citystring
White Plains
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
financial advisor software, client acquisition reporting, wealth management analytics, customized advisor reports, investment research tools
Industry1 code
1Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b))
CodeFSAAACAFPrimaryYes
NAICS code1 code
  • Custom Computer Programming Services541511
SIC code1 code
  • Investment Advice6282
Product category
Financial Advisor Software
No data
Cost components3 values
Technology or R&D, Personnel, Marketing or Sales
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

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
Functional benefit
Problem solved
Product and service1 record
1Zephyr Advisor Platform
CategoryFinancial Advisor Software
Description

Web-based solution that helps financial advisors demonstrate client acquisition and create customized reports for wealth and asset management professional use.

Partnership1 partner
1FundForum (Informa Connect)
Strategic tierMinorTypeGTM or Marketing Partner
Description

Zephyr 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.

informaconnect.com
Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
1Black Diamond (SS&C Advent)
TypeDirect peer
Description

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.

2Envestnet
TypeBroad incumbent
Description

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.

3Morningstar Advisor Workstation
TypeBroad incumbent
Description

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.

4Tamarac (Envestnet)
TypeDirect peer
Description

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.

5Advyzon
TypeEmerging player
Description

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.

6Riskalyze
TypeEmerging player
Description

Riskalyze delivers risk-tolerance analytics and client-acquisition tools for financial advisors, directly overlapping with Zephyr's client-acquisition demonstration use case.

7Orion Advisor Technology
TypeDirect peer
Description

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.

8AdvisorEngine
TypeEmerging player
Description

AdvisorEngine provides a CRM-plus-portfolio-management platform for RIAs, with reporting and client-engagement capabilities that intersect with Zephyr's core workflows.

9FMG Suite (Trizone Holdings)
TypeEmerging player
Description

FMG Suite focuses on marketing automation, client acquisition content, and customizable websites/emails for financial advisors — overlapping with Zephyr's client-acquisition demonstration positioning.

10Addepar
TypeDirect peer
Description

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.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Zephyr

Financial Advisor Softwareinformaconnect.com

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

  • Financial advisor software
  • Client acquisition reporting
  • Wealth management analytics
  • Customized advisor reports
  • Investment research tools

Where Zephyr is headquartered

Location

Headquarters

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 offering

Core 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 profile

Ideal customer profiles1 record

Zephyr technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Zephyr partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • FundForum (Informa Connect)minorGTM or Marketing PartnerZephyr 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 assessment

Direct 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 estimate

Revenue estimate

Valuation estimate

Zephyr leadership team

Management profile

Number of profiles

Zephyr funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Zephyr M&A and investment

M&A and investment

M&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.

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Live signals
t3 Technology HubYCharts Acquires Zephyr: What the Deal Means for WealthTechYCharts acquired Zephyr, an investment analytics platform known for manager research and the PSN database, without a public announcement. The deal adds proprietary data and institutional capabilities, complementing YCharts' recent AI agent launch. The acquisition signals consolidation in wealthtech, with further details expected at T3's conference in March 2027.SaasriseYCharts acquires Zephyr to add SMA analyticsYCharts acquired Informa's Zephyr on July 15, 2026, gaining access to a database of over 21,000 separately managed account (SMA) products without disclosing financial terms. The deal integrates Zephyr's SMA data—including asset breakdowns, compliance metrics, and manager information—into YCharts' cloud platform and AI agent built on Anthropic's Claude, serving over 15,000 financial advisors. The acquisition positions YCharts to better compete against larger incumbents like Bloomberg and FactSet while giving its private-equity owner LLR Partners a stronger growth narrative after a failed sale process in 2023.GlobeNewswireZephyr Wins “Retail Investment Platform of the Year” in 2026 FinTech Breakthrough Awards ProgramZephyr, a subsidiary of Informa plc, won Retail Investment Platform of the Year in the 10th annual FinTech Breakthrough Awards. The award recognizes its asset and wealth management software, which includes portfolio construction, analytics, and risk analysis. Zephyr will use the recognition to guide future innovations for its clients.Wealth ManagementRare Earth Metals Investment Guide for AdvisorsRyan Nauman hosts an episode of Zephyr's Adjusted for Risk Podcast featuring Andrew Musgraves from VanEck to discuss rare earth metals. The conversation covers the distinction between various metal types, their strategic importance in technology and national security, and investment strategies for financial advisors. The discussion also addresses supply chain dynamics, geopolitical impacts, and efforts to diversify global supply sources.PR NewswireZephyr Selects QUODD's QX Digital to Power Market Data, Analytics, and Reporting CapabilitiesZephyr, an asset and wealth management software provider owned by Informa plc, has selected QUODD's QX Digital platform as its primary market data solution. This partnership enables Zephyr to integrate modern market data into its analytics and reporting tools for wealth managers and financial advisors globally.PR NewswireZephyr's PSN Launches "Inside SMAs" Podcast, Discussing Trends and Delivering Insights in Separately Managed Accounts (SMAs)Zephyr, a subsidiary of Informa plc, launched the 'Inside SMAs' podcast to discuss trends in Separately Managed Accounts (SMAs). The industry is projected to see SMA assets exceed $5.1 trillion in 2026, growing at a 15.4% CAGR from 2025 to 2026.Informa ConnectDeliver Unmatched Risk Management Services to Your ClientsZephyr is promoting its risk management software, specifically the StatFACTS tool, which helps wealth managers identify investor risk and align client portfolios with their comfort levels. The article highlights features such as tracking risk metrics over time to demonstrate proactive management and link returns to risk tolerance.YahooZephyr Named Finalist in Three Wealth Management Industry Awards CategoriesZephyr, an Informa subsidiary, was named a finalist in three Wealth Management Industry Award categories: Account Aggregation, Digital Marketing Campaign, and Thought Leadership. The awards program honors financial advisor success, with winners announced at a September 4 gala in New York City.Hawksem14 SEO Case Studies: Challenges, Solutions + ResultsThe article presents a compilation of 14 SEO case studies demonstrating how various businesses improved their search engine rankings, traffic, and conversion rates through targeted digital marketing strategies. Each case details specific challenges faced by companies such as Honda, Zephyr, and Vimeo, alongside the tactical solutions implemented by agencies like HawkSEM and Tinuiti to achieve significant growth metrics.GlobeNewswireZephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards ProgramZephyr, a subsidiary of Informa plc, won the Best Wealth Management Company award in the 9th annual FinTech Breakthrough Awards program. The company's asset and wealth management software offers portfolio construction, analytics, and asset allocation. Zephyr previously won the 2024 award for Best Overall Analytics Platform.