When was Zeplyn founded?

Zeplyn was founded in 2022 and raised its 1st funding round 2 years after it was founded.

Where is Zeplyn located?

Zeplyn is headquartered in New York City, United States.

Who is the current CEO of Zeplyn?

Era Jain of Zeplyn. They have also founded 1 company.

How many employees does Zeplyn have?

As of Jan 31, 2026, the latest employee count at Zeplyn is 23.

Is Zeplyn a funded company?

Zeplyn is a funded company, having raised a total of $3M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jun 28, 2024.

When was the latest funding round of Zeplyn?

Zeplyn's latest funding was a $***** Conventional Debt round on Jun 28, 2024, with participation from 0 investor.

Where does Zeplyn rank among its competitors?

Zeplyn ranks 45th amongst 705 active competitors, of which 119 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was Wealthy, which secured $14.5M in Nov, 2025.

Who are the top competitors of Zeplyn?

Zeplyn's top competitors include Addepar, KFin Technologies and SEI. Among them, Wealthy secured the most recent funding round in November, 2025.

Zeplyn - 2026 Company Profile, Team, Funding & Competitors

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 705 active competitors, including 119 funded and 103 that have exited. Its top competitors include companies like Addepar, KFin Technologies and SEI.

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

Conventional Debt, Jun 28, 2024, $*****

Investors

Leo Capital & 1 more

Ranked

45^th among 705 active competitors

Employee Count

23 as on Jan 31, 2026

Similar Companies

Addepar & 1172 more

View Zeplyn's full profile

Zeplyn is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
DEEPINSIGHTS AI INC. CIN: 7088443 , United States, Active	Sep 25, 2023	-	-	-

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	3293846	Conventional Debt	9587023	4093802	4743465	7070467
Jun 28, 2024	2534438	Seed	3475786	8998198	Leo Capital	Converge

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View details of Zeplyn's funding rounds and investors

The founders of Zeplyn are Divam Jain and Era Jain. Era Jain is the CEO of Zeplyn.

Here 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 23 employees as of Jan 26. Here is Zeplyn's employee count trend over the years:

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Top competitors of Zeplyn include Addepar, KFin Technologies and SEI. Here is the list of Top 10 competitors of Zeplyn, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Kotak Mahindra Bank & 12 others	75/100
3rd	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	74/100
4th	Wealthy 2015, Bengaluru (India), Series B	Provides digital wealth management and curated investment platforms	$36.8M	Alpha Wave Global, Good Capital & 102 others	73/100
5th	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$2.55B	Temasek, Motive Partners & 12 others	73/100
6th	Otter.ai 2016, Los Altos (United States), Series B	Developer of an AI meeting agent providing transcription and summarization	$70M	Spectrum Equity, Horizons Ventures & 25 others	73/100
7th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 16 others	71/100
8th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 2 others	70/100
9th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 2 others	70/100
10th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	68/100
45th	Zeplyn 2022, New York City (United States), Seed	Provider of AI platform for wealth managers to improve workflows	$3M	Leo Capital, Converge	56/100