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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
Investors
Ranked
Employee Count
17 as on Sep 30, 2026
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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
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Zeplyn's founders and board of directors

Founder? Claim Profile
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:

Zeplyn's employee count trend

Zeplyn has 17 employees as of Sep 26. Here is Zeplyn's employee count trend over the years:
Employee count trend for Zeplyn
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Addepar
Addepar
2009, New York City (United States), Series G
Wealth management solutions for advisors
$759M
79/100
2nd
Logo for Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
78/100
3rd
Logo for KFin Technologies
KFin Technologies
2017, Hyderabad (India), Public
Provider of software solutions for transaction management, compliance, and data analytics
$42.1M
76/100
4th
Provider of tech solution for financial service and customer communication
-
74/100
5th
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
72/100
6th
Logo for Centricity
Centricity
2022, Gurugram (India), Series A
Digital private wealth management platform for individuals
$51M
70/100
7th
Logo for Altruist
Altruist
2018, Culver City (United States), Acquired
Portfolio management software for financial advisors
$602M
69/100
8th
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Provider of wealth management platforms for financial institutions and advisors
$3.97B
68/100
9th
Logo for Gen II Fund Services
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
Logo for Linedata
Linedata
1998, Neuilly sur seine (France), Public
Provider of software, data, analytics, and related services for financial institutions
-
65/100
37th
Logo for Zeplyn
Zeplyn
2022, New York City (United States), Seed
Provider of AI platform for wealth managers to improve workflows
$3M
56/100
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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.
•
Zeplyn Raises $3M in Seed FundingFinSMEs•Nov 13, 2024•Zeplyn, Leo Capital, Converge
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