Zeplyn
AI meeting assistant for financial advisors and wealth firms
Zeplyn builds an AI meeting assistant for advisors that turns conversations into notes, supports meeting prep and follow-up, and triggers downstream tasks with compliance support. It was founded by two former Google engineers and targets RIAs and enterprise wealth firms.
GAII take
Credible engineering team in a crowded notetaker category; needs distribution scale to compete with better-funded peers.
Credible engineering team in a crowded notetaker category; needs distribution scale to compete with better-funded peers.
- Website
- zeplyn.ai
- Headquarters
- North America
- Company type
- Startup
- Funding
- $3.0M · Pre-seed / Seed
- Latest round
- Seed · $3M · Nov 2024
- Status
- Active
- Founders
- Era Jain, Divam Jain
- Investors
- Leo Capital, Converge
- Named customers
- Sequoia Financial Group
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Voice & transcriptionAgents & automation
- Delivery
- SaaS application
GAII ID GAII-T0473 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.