Zeplyn - About the company
Zeplyn is a seed company based in New York City (United States), founded in 2022 by Divam Jain and Era Jain. It operates as a Provider of AI platform for wealth managers to improve workflows. Zeplyn has raised $3M in funding from Leo Capital. The company has 992 active competitors, including 121 funded and 110 that have exited. Its top competitors include companies like Addepar, Avaloq and KFin Technologies.
Company Details
Provider of AI platform for wealth managers to improve workflows. The platform offers features such as meeting intelligence, workflow automation, and client engagement tools. It helps financial advisors capture meeting notes, automate tasks, and personalize client communications. The platform aims to streamline processes and enhance client relationships within wealth management firms.
Key Metrics
Founded Year
2022
Location
New York City, United States
Stage
Seed
Total Funding
$3M in 2 rounds
Latest Funding Round
Investors
Ranked
37th among 992 active competitors
Employee Count
17 as on Sep 30, 2026
Legal entities associated with Zeplyn
Zeplyn is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
DEEPINSIGHTS AI INC. CIN: 7088443 , United States, Active | Sep 25, 2023 | - | - | - |
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Zeplyn's funding and investors
Zeplyn has raised a total funding of $3M over 2 rounds. Its first funding round was on Jun 28, 2024. Zeplyn has 2 institutional investors.
Here is the list of recent funding rounds of Zeplyn:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jun 28, 2024 | 4859478 | Conventional Debt | 6230080 | 7060859 | 3145725 | 5341309 |
Jun 28, 2024 | 3899014 | Seed | 4247969 | 4830498 |
View details of Zeplyn's funding rounds and investors
Zeplyn's founders and board of directors
Founder? Claim ProfileHere are the details of Zeplyn's key team members:
- Divam Jain: Co-Founder & CTO of Zeplyn. Contact Info: 1 email address
- Era Jain: Co-Founder & CEO of Zeplyn. Contact Info: 1 email address
View details of Zeplyn's Founder profiles and Board Members
Zeplyn's employee count trend
Zeplyn has 17 employees as of Sep 26. Here is Zeplyn's employee count trend over the years:
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Zeplyn's Competitors and alternates
Top competitors of Zeplyn include Addepar, Avaloq and KFin Technologies. Here is the list of Top 10 competitors of Zeplyn, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Addepar 2009, New York City (United States), Series G | Wealth management solutions for advisors | $759M | 79/100 | |
2nd | Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 78/100 | |
3rd | KFin Technologies 2017, Hyderabad (India), Public | Provider of software solutions for transaction management, compliance, and data analytics | $42.1M | 76/100 | |
4th | Broadridge 2007, United States, Public | Provider of tech solution for financial service and customer communication | - | 74/100 | |
5th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 72/100 | |
6th | Centricity 2022, Gurugram (India), Series A | Digital private wealth management platform for individuals | $51M | 70/100 | |
7th | Altruist 2018, Culver City (United States), Acquired | Portfolio management software for financial advisors | $602M | 69/100 | |
8th | FNZ 2003, London (United Kingdom), Acquired | Provider of wealth management platforms for financial institutions and advisors | $3.97B | 68/100 | |
9th | Gen II Fund Services 2009, New York City (United States), Acquired | Provider of private equity fund administration services. It offers fund administration, corporate services, tax compliance, and depositary management. The firm utilizes technology to optimize investment management and operational efficiency, providing timely and accurate reporting to investors. Services are tailored to various client sectors, including real assets, fund of funds, and credit. A global team supports clients with local expertise in key financial centers. | - | 65/100 | |
10th | Provider of software, data, analytics, and related services for financial institutions | - | 65/100 | ||
37th | Zeplyn 2022, New York City (United States), Seed | Provider of AI platform for wealth managers to improve workflows | $3M | 56/100 |
Looking for more details on Zeplyn's competitors? Click here to see the top ones
Zeplyn's Investments and acquisitions
Zeplyn has made no investments or acquisitions yet.
Reports related to Zeplyn
Here is the latest report on Zeplyn's sector:
News related to Zeplyn
Media has covered Zeplyn for a total of 3 events in the last 1 year, 3 of them have been about company updates.
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Zeplyn Launches Agent Studio and MCP Server for Wealth Management AI ControlGlobeNewswire•Sep 15, 2026•Zeplyn
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Zeplyn Integrates with Schwab Advisor Center, Automating Account Opening and Enhancing Client Briefs with AIGlobeNewswire•Aug 12, 2026•Charles Schwab, Zeplyn
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Zeplyn Unveils Expanded AI Platform with New Suite of Practice Management Capabilities for Wealth Management FirmsPR Newswire•Mar 05, 2025•Zeplyn
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Artificial Intelligence Finance Fintech News Zeplyn Welcomes Former Merrill Lynch and LPL Executive Kabir Sethi to Its BoardGlobal Fintech Series•Feb 13, 2025•Zeplyn, LPL Financial
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Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI AssistantZephyrnet•Dec 06, 2024•Zeplyn, Leo Capital
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Zeplyn Raises $3M Seed Funding for AI Assistant to Streamline Wealth Management Workflows and Improve Client Experiencehttps://www.intelligence360.news/•Nov 25, 2024•Zeplyn
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DeepInsights AI dba Zeplyn AI has filed a notice of an exempt offering of securities to raise $3,000,000.00 in New Equity and Debt Financing.https://www.intelligence360.news/•Jul 15, 2024•Zeplyn
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