Zeplyn

Zeplyn has raised $3M in seed funding! We are on a mission to rebuild the wealth management experience from an AI-native perspective. This funding, led by Leo Capital with participation from Converge VC and angel investors, will accelerate our progress. We are so excited about what this next chapter holds for us and our customers!

It's true. We're solving for a gap in the RIA space by using AI to make operational tasks more efficient. You can read all about it in Alec Rich's latest Citywire RIA article. ?? https://lnkd.in/gNAzg_XD

"I did not think AI was anywhere close to being able to do it, ?????????? ???? ?????????? ????????????." That's what our customer had to say after spending significant time testing and training other AI solutions. No tool understood the firm's acronyms and summarized the complexities of financial planning conversations—until Zeplyn. Check out the full Financial Planning article by Rob Burgess here: https://lnkd.in/gACQcSYH

We're excited about what we're building and the support we have in bringing our vision to life. Learn about both in this WealthManagement.com article by Davis Janowski. ?? https://lnkd.in/e-wHrfjM

Curious to learn a bit about how Zeplyn started and what we’ve got in store for the future? ?? Check out our latest blog post where our CEO Era Jain shares her thoughts about our recent funding → https://lnkd.in/gir6d8fg

Did you hear? We're bringing the wealth management industry into the age of AI. Read all about it in Leo Almazora's latest InvestmentNews article ?? https://lnkd.in/gYKzD-B7

Excited to announce our lead investment in Zeplyn as part of a $3M funding round. Led by Era Jain and Divam Jain, Zeplyn is an LLM-native Co-pilot for registered investment & financial advisors. It provides a bot-free non-intrusive voice-to-text LLM model for virtual and in-person meetings. The AI Co-pilot can be run through an app or a web browser. It helps financial managers save numerous hours that would otherwise be spent on mundane tasks and allows for streamlining discussions & actions. This investment was led by our Partner Shwetank Verma who had the following to say: "The startup brings the wealth management industry into the age of AI, enabling better outcomes for advisors, RIAs, wealth management firms and ultimately, investors. Zeplyn allows advisors to spend more time advising and elevating their client experience" You can read more here: https://lnkd.in/g6fk5B7K Rajul Garg Shwetank Verma Madhusmita Das Raeeza Tameez Ravi Srivastava Henry Goodwin Dinesh Singh

It's true. We're solving for a gap in the RIA space by using AI to make operational tasks more efficient. You can read all about it in Alec Rich's latest Citywire RIA article. ?? https://lnkd.in/gNAzg_XD

This October, we’re pleased to recognize Era Jain, CEO & Co-founder of Zeplyn, as our #womeninwealthtechtowatch. She is leading Zeplyn’s mission to build an AI platform that unlocks unprecedented operational efficiency for advisors and reimagines the investor journey. Today, the Zeplyn meeting assistant?is saving advisors 12+ hours/week by streamlining their client review process. Before Zeplyn, Era spent a decade at Google as a Software Engineer building foundational #AI technologies for Google Search, Voice Assistant, and Speech Recognition.?Her work primarily focused on using AI to extract, aggregate, and synthesize valuable insights from various unstructured data sources—web, documents, and human speech.?Era’s expertise in building large-scale AI systems combined with her extensive experience in product development has equipped her to provide delightful product experiences to #financialadvisors on the Zeplyn platform. Era is an advocate for #WomeninTechnology, a long-distance runner, and a vocalist. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own!

The energy *still* coming out of the #AdviseAI Conference is ?? If you're looking for ways to address your operational constraints, check out the Ezra Group, LLC's most recent #WealthTechToday article. It recaps the most potent and imperative points from a conversation Craig Iskowitz moderated all about using AI to streamline wealth management operations, and includes insights from Andree Mohr (Integrated Partners), Nelson (Nick) Graham (Cambridge Investment Research, Inc.), and our very own Era Jain (Zeplyn). https://lnkd.in/gAC9SCX9