About
Zeplyn is an AI-powered assistant designed specifically for financial advisors and wealth management firms. It automates time-consuming administrative tasks related to client meetings, such as note-taking, prep, and follow-ups, saving advisors an average of 10-12 hours per week. The platform aims to improve the advisor-client experience by making client intelligence more accessible and ensuring compliance with industry standards.
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Frequently Asked Questions
What does Zephyn do?
Zeplyn is an AI-powered assistant designed specifically for financial advisors and wealth management firms. It automates time-consuming administrative tasks related to client meetings, such as note-taking, prep, and follow-ups, saving advisors an average of 10-12 hours per week. The platform aims to improve the advisor-client experience by making client intelligence more accessible and ensuring compliance with industry standards.
How much funding has Zephyn raised?
Zephyn has raised a total of $3M in funding. The most recent round on record is Seed.
Where is Zephyn headquartered?
Zephyn is headquartered in New York, United States.
When was Zephyn founded?
Zephyn was founded in 2023.
What industry does Zephyn operate in?
Zephyn operates in AI Assistant, Workflow Automation, Wealth Management, Financial Services, RegTech, Customer Relationship Management.