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 May 31, 2026, the latest employee count at Zeplyn is 19.

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. Its primary sector is Robotic Process Automation. In United States, the Robotic Process Automation sector has seen $468M in funding in 2026 to date.

Where does Zeplyn rank among its competitors?

Zeplyn ranks 37th amongst 754 active competitors, of which 122 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of Zeplyn?

Zeplyn's top competitors include Addepar, Otter.ai and FNZ. Among them, FNZ 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 754 active competitors, including 122 funded and 105 that have exited. Its top competitors include companies like Addepar, Otter.ai and FNZ.

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

37^th among 754 active competitors

Employee Count

19 as on May 31, 2026

Similar Companies

Addepar & 1222 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	8906189	Conventional Debt	3166128	5580822	1425568	2284267
Jun 28, 2024	8389546	Seed	5289020	9004691	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 19 employees as of May 26. Here is Zeplyn's employee count trend over the years:

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Top competitors of Zeplyn include Addepar, Otter.ai and FNZ. 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	77/100
2nd	Otter.ai 2016, Los Altos (United States), Series B	Developer of an AI meeting agent providing transcription and summarization	$70M	Horizons Ventures, Ntt Docomo Ventures & 25 others	75/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$2.55B	General Atlantic, CPP Investments & 13 others	74/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
7th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
8th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
9th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 35 others	68/100
10th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 others	65/100
37th	Zeplyn 2022, New York City (United States), Seed	Provider of AI platform for wealth managers to improve workflows	$3M	Converge, Leo Capital	55/100