Founded by two former Google engineers, Zeplyn reduces the administrative burden placed on financial advisors, improving the advisor-client experience by automating time-consuming tasks and making client intelligence more accessible. The company's AI Meeting Assistant, designed specifically for financial advisors and wealth management firms, takes unstructured conversational data and turns it into highly accurate notes. Streamlining meeting prep, note-taking and post-meeting workflows while fulfilling compliance requirements, Zeplyn saves financial advisors an average of 10-12 hours per week.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 11/13/24 | $3,000,000 | Seed |
Leo Capital Holdings | undisclosed |
